Jack Mathews

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

• 05/2022 → Present
  Fisher Investments
  Tampa, FL
• 04/2021 → 08/2021
  Home Depot
  Tuscaloosa, AL
• 08/2021 → 05/2022
  Student/Unemployed
  Tuscaloosa, AL
• 08/2017 → 11/2019
  Mountain High Outfitters
  Birmingham, AL
• 04/2020 → 08/2020
  Retail Store Front Group
  Birmingham, AL
• 08/2020 → 04/2021
  Student/Unemployed
  Tuscaloosa, AL
• 08/2016 → 08/2017
  Howlin Hollows
  Birmingham, AL
• 11/2019 → 04/2020
  Student/Unemployed
  Tuscaloosa, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-12