Jeff Lusk

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

• 11/2023 → Present
  Fisher Investments
  Plano, TX
• 01/2022 → 02/2023
  Nuwave Lending
  Richardson, TX
• 07/2021 → 11/2022
  Likewize
  Southlake, TX
• 09/2020 → 06/2021
  Finance Consulting
  Frisco, TX
• 08/2016 → 06/2019
  Trl Systems
  Rancho Cucamago, CA
• 02/2023 → 10/2023
  Unemployed
  Frisco, TX
• 07/2019 → 08/2020
  Moved To Texas
  Frisco, TX

Other Businesses

Calvary Chapel North Texas; No; Frisco, TX; Treasurer; 01/2022; 8 monthly; 0; support church with their financials

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-12