Jake Alexander Abraham

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

• 12/2017 → 09/2021
  Ubs Financial Services
  Charlotte, NC
• 07/2017 → 12/2017
  Ubs Financial Services
  Atlanta, GA
• 01/2017 → 12/2017
  247 Sports
  Statesboro, GA
• 06/2012 → 12/2017
  Georgia Southern University
  Statesboro, GA
• 09/2021 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2018-03-27 → 2021-09-22
  Ubs Financial Services Inc.
  Charlotte, NC
  Atlanta, GA
  Charlotte, NC
  Weehawken, NJ
  Charlotte, NC

Other Businesses

the name of the other business; RUBIO LONG SNAPPING whether the business is investment-related; NO the address of the other business; LEISTON, ID the nature of the other business; PRIVATE LESSONS FOR HIGH SCHOOL AND COLLEGE LONG SNAPPERS your position; LEAD INSTRUCTOR title, or relationship with the other business; N/A the start date of your relationship; 07/05/12 the approximate number of hours/month you devote to the other business; 6 - 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; TEACH LESSONS FOR ASPIRING AND CURRENT COLLEGE ATHLETES

Exams

• S66 Uniform Combined State Law Examination
  2018-03-15