Jake Morgan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → 05/2026
  J.P. Morgan Securities Llc
  Tampa, FL
• 06/2021 → 05/2026
  Jpmorgan Chase Bank, N.A.
  Tampa, FL
• 04/2021 → 07/2021
  Crunch Fitness
  Trinity, FL
• 05/2018 → 11/2018
  Panera Bread
  Land O Lakes, FL
• 03/2017 → 03/2018
  Mcdonalds
  Land O Lakes, FL
• 06/2019 → 04/2020
  Youfit Health Clubs
  Land O Lakes, FL
• 11/2018 → 06/2019
  Moes Southwest Grill
  Land O Lakes, FL
• 02/2019 → 04/2019
  Wendys
  Land O Lakes, FL
• 11/2012 → 02/2017
  Unemployed
  Land O Lakes, FL
• 04/2018 → 04/2018
  Unemployed
  Land O Lakes, FL
• 05/2020 → 03/2021
  Unemployed
  Tampa, FL
• 05/2026 → Present
  Fisher Investments
  Tampa, FL

Other Businesses

Entity Name: DoorDash Investment related: No "Address: 303 2nd street, suite 800, san fransisco, ca 94107 www.doordash.com" Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 02/16/2026 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: food delivery app

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-14

Other Names

• Jake Morgan
• Jake H Morgan