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Jarec Morlote

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-20
TX RA APPROVED 2026-08-11
  • FL RA
    APPROVED
    Since 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-11

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Tampa FL 07/2026 Present
Linkbank Camp Hill PA 02/2025 05/2026
Linkbank Camp Hill PA 05/2024 02/2025
The Cason Group Charlotte NC 05/2023 07/2023
Unemployed Hillsdale NJ 01/2002 04/2023
Messiah University Mechanicsburg PA 08/2023 04/2024
  • 07/2026 → Present
    Fisher Investments
    Tampa, FL
  • 02/2025 → 05/2026
    Linkbank
    Camp Hill, PA
  • 05/2024 → 02/2025
    Linkbank
    Camp Hill, PA
  • 05/2023 → 07/2023
    The Cason Group
    Charlotte, NC
  • 01/2002 → 04/2023
    Unemployed
    Hillsdale, NJ
  • 08/2023 → 04/2024
    Messiah University
    Mechanicsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11

View on SEC IAPD

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