Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Michael Jones is a financial advisor with Fisher Investments. Derek is a Certified Financial Planner™ and Chartered Financial Consultant™ with over 28 years of experience in the industry. Derek has held licenses in Florida and Texas and has passed the Series 63, Series 7TO, and SIE exams. Derek specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Derek’s previous experience includes working at Northwestern Mutual Investment Services, LLC. In addition to financial services, Derek also owns and operates DMJ Enterprises LLC, a crafts-making business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
10/19/2023 - Present
Fisher Investments (Tampa FL)
FL
07/20/2020 - 10/17/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)
BC
Issued 08/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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