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Jacob A Smith

Fisher Investments

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About Jacob A Smith

Jacob A. Smith is an Investment Advisor Representative at Fisher Investments. Jacob has been in the industry since 2012 and has a strong track record of success. Jacob holds the Series 7TO, SIE, and Series 66 licenses and is registered to provide investment advice in Florida and Texas. Jacob has experience providing financial planning and portfolio management services for a variety of clients, including individuals, families, corporations, and institutions. Prior to joining Fisher Investments, Jacob worked at MORGAN STANLEY and E*TRADE SECURITIES LLC. Jacob is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Jacob Smith is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jacob Smith’s Registration & Firm History

FL

05/16/2024 - Present

Fisher Investments (Tampa FL)

FL

09/05/2023 - 05/14/2024

MORGAN STANLEY (Tampa FL)

FL

03/27/2023 - 09/05/2023

E*TRADE SECURITIES LLC (Temple Terrace FL)

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Licenses & Designations

BOTH

Issued 07/25/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob A Smith.
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