Williamson R Jacques

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

• 08/2024 → 04/2026
  Morgan Stanley
  Tampa, FL
• 04/2022 → 05/2024
  Madison Social
  Tallahassee, FL
• 05/2019 → 08/2019
  Primerica
  Fort Myers, FL
• 01/2016 → 07/2023
  Publix Supermarkets
  Fort Myers, FL
• 01/2021 → 12/2025
  Uber
  Tallahassee, FL
• 07/2024 → 12/2025
  Lyft
  Tampa, FL
• 08/2017 → 07/2019
  Florida Southwestern State College
  Fort Myers, FL
• 08/2019 → 07/2024
  Florida State University
  Tallahassee, FL
• 04/2026 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-12
• S63 Uniform Securities Agent State Law Examination
  2025-02-24