Jocelyn Elizabeth Linares

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

• 05/2026 → Present
  Fisher Investments
  Plano, TX
• 10/2020 → 01/2021
  Best Buy
  Farmers Branch, TX
• 04/2021 → 01/2023
  Whole Foods Market
  Dallas, TX
• 04/2023 → 08/2024
  Rei
  Plano, TX
• 09/2024 → 09/2024
  Unemployed
  Carrollton, TX
• 09/2024 → 10/2025
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2025 → 04/2026
  Tiaa
  Frisco, TX
• 08/2021 → 05/2024
  University Of North Texas
  Carrollton, TX
• 08/2015 → 06/2019
  Creekview Highschool
  Carrollton, TX
• 08/2019 → 12/2020
  Dallas Community College Brookhaven
  Brookhaven, TX
• 07/2019 → 07/2019
  Unemployed
  Carrollton, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-12
• S63 Uniform Securities Agent State Law Examination
  2025-04-15

Other Names

• Jocelyn E Linares
• Jocelyn Linares