Jacob Maldonado

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

• 04/2024 → Present
  Fisher Investments
  Plano, TX
• 04/2023 → 04/2024
  Lpt Realty
  13315 Wallisville Rd, TX
• 10/2022 → 04/2023
  Real Broker Llc
  Dallas, TX
• 05/2019 → 10/2022
  Exp Realty
  Dallas, TX
• 10/2018 → 02/2019
  Marketsource
  Rockwall, TX
• 04/2018 → 10/2018
  Wildwood
  Garland, TX
• 01/2014 → 06/2018
  Full-Time Education - Rowlett High School
  Rowlett, TX
• 08/2018 → 06/2019
  Full-Time Student - Richland College
  Dallas, TX

Other Businesses

I still hold my real estate license in Texas. I hang my license at LPT Realty. I do not practice anymore and am only maintaining my license for my own purchases. the name of the other business: LPT Realty whether the business is investment-related: Yes the address of the other business: 13315 Wallisville Rd, Houston, TX 77049 the nature of the other business: Real Estate your position: Realtor title, or relationship with the other business: Realtor/ Independent Contractor the start date of your relationship: 04/2023 the approximate number of hours/month you devote to the other business; 0 hours the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business; I hold my license, but I do not use it unless I purchase properties for myself. When I do, I represent myself.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-06

Other Names

• Jacob Maldondao