Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Allen is an investment advisor representative registered with Fisher Investments. Jacob has been in the financial industry since 2022. Jacob is also registered as an investment advisor with the state of Texas. Prior to joining Fisher Investments, Jacob worked at Charles Schwab & Co., Inc. Jacob holds the Series 63 and 65 licenses and the Series 7 and SIE exams.
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
08/07/2024 - Present
Fisher Investments (PLANO TX)
TX
09/19/2022 - 05/08/2024
CHARLES SCHWAB & CO., INC. (Austin TX)
IA
Issued 08/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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