Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Mackenzie Ewert is an investment advisor representative with Fisher Investments in Plano, Texas. Jack has been in the industry since May 2019. Jack holds the Series 65 license. Jack specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Jack is also licensed to provide financial planning services. Fisher Investments has been providing financial advisory services since 1979. Fisher Investments has over 2,000 investment advisor representatives and 1,800 investment advisory professionals. Fisher Investments manages over $298.7 billion in assets under management.
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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TX
10/29/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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