Cheeroke Jacoby Townsend

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers

Fisher Investments

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-24
TX	RA	APPROVED	2026-08-20

FL RA
APPROVED

Since 2026-08-24
TX RA
APPROVED

Since 2026-08-20

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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

Organization	City	State	From	To
Fisher Investments	Tampa	FL	08/2026	Present
Suncoast Equity Management	Tampa	FL	06/2008	05/2025
Sabbatical	Tampa	FL	05/2025	08/2026

08/2026 → Present

Fisher Investments

Tampa, FL
06/2008 → 05/2025

Suncoast Equity Management

Tampa, FL
05/2025 → 08/2026

Sabbatical

Tampa , FL

Other Businesses

Investher & Company. The business is not investment related. The address is 9909 Serona Bluff Way, Tampa, FL 33619. It is a digital product company. The only product is a savings planner with blank savings challenges. My position is proprietor. The inception date is 6/1/2021. I devote about 20 hours a month on the weekends to this (~5 hours a week). I don't devote any hours to this during securities trading hours or while I am at my place of employment. My duties are minimal as this is an automatic download. I market on social media.