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Jace Caden Peters

Fisher Investments

Plano, TX

CRD 7818325

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-14

Branch Locations

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 Plano TX 03/2026 Present
Onedigital Financial Services Overland Park KS 05/2023 02/2026
Kansas State University Manhattan KS 08/2021 05/2024
Blue Valley High School Stillwell KS 08/2017 05/2021
Pleasant Ridge Middle School Overland Park KS 08/2014 05/2017
  • 03/2026 → Present
    Fisher Investments
    Plano, TX
  • 05/2023 → 02/2026
    Onedigital Financial Services
    Overland Park, KS
  • 08/2021 → 05/2024
    Kansas State University
    Manhattan, KS
  • 08/2017 → 05/2021
    Blue Valley High School
    Stillwell, KS
  • 08/2014 → 05/2017
    Pleasant Ridge Middle School
    Overland Park, KS
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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