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Jaspreet Singh

Fisher Investments

Plano, TX

Herdia

CRD 7961101

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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
CA RA APPROVED 2024-08-13
  • CA RA
    APPROVED
    Since 2024-08-13

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Herdia 40103 • Costa Rica

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 Heredia 07/2024 Present
Grupo Anc Belen 02/2017 06/2024
Enterprise Mobility Birmingham 06/2013 01/2017
  • 07/2024 → Present
    Fisher Investments
    Heredia
  • 02/2017 → 06/2024
    Grupo Anc
    Belen
  • 06/2013 → 01/2017
    Enterprise Mobility
    Birmingham
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-13
  • S65 Uniform Investment Adviser Law Examination
    2024-08-13
Other Names
  • Jaz Singh

View on SEC IAPD

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