Lai Jiang

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

• 01/2024 → Present
  Fisher Investments
  Plano, TX
• 07/2018 → Present
  Aml Funding Llc Dba Absolute Mortgage And Lending
  Dallas, TX
• 07/2017 → 07/2018
  Jenkem Technology Usa
  Plano, TX
• 01/2017 → 06/2017
  Unemployed
  Dallas, TX
• 08/2013 → 01/2017
  Ut Southwestern Medical Center
  Dallas, TX

Other Businesses

1. AML Funding LLC DBA Absolute Mortgage and Lending 2. not investment related 3.address is 4230 LYNDON B JOHNSON FWY STE 626, DALLAS 75244 TX 4.Mortgage origination 5.Loan Originator, employee 6.started 7/2018 7.5-6 hours weekly total 8, I do not conduct mortgage business during securities trading hours 9. originate residential home loans only outside of normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-11

Other Names

• Matt Jiang