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Jeff Knippel

Fisher Investments

Camas, WA

Plano, TX

CRD 7969892

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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
TX RA APPROVED 2025-01-17
WA RA APPROVED 2025-01-17
  • TX RA
    APPROVED
    Since 2025-01-17
  • WA RA
    APPROVED
    Since 2025-01-17

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

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

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 Camas WA 08/2022 Present
Columbia Bank Portland OR 12/2021 08/2022
Unemployed Hillsboro OR 06/2021 12/2021
Oregon State University Corvallis OR 09/2017 06/2021
Jimmy John's Corvallis OR 06/2019 02/2021
Boardwalk Development Inc. San Diego CA 06/2020 09/2020
Unemployed Hillsboro OR 06/2017 09/2017
Liberty High School Hillsboro OR 09/2014 06/2017
  • 08/2022 → Present
    Camas, WA
  • 12/2021 → 08/2022
    Columbia Bank
    Portland, OR
  • 06/2021 → 12/2021
    Unemployed
    Hillsboro, OR
  • 09/2017 → 06/2021
    Oregon State University
    Corvallis, OR
  • 06/2019 → 02/2021
    Jimmy John's
    Corvallis, OR
  • 06/2020 → 09/2020
    Boardwalk Development Inc.
    San Diego, CA
  • 06/2017 → 09/2017
    Unemployed
    Hillsboro, OR
  • 09/2014 → 06/2017
    Liberty High School
    Hillsboro, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-01-17

View on SEC IAPD

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