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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Goldhaber is a registered investment advisor representative with Fisher Investments. Jacob is licensed in Florida and Texas. Jacob joined Fisher Investments in September 2024. Prior to joining the firm, Jacob worked in various roles at The Laurel Hill School, The World Gym, Black and Blue Steak and Crab, Tempelton Landing By SRC (Specialty Restaurant Corp.), Bacchus Wine Bar, Butterfields, Ristegios, Dockers Waterside, Ward Melville High School, Stony Brook University and University at Buffalo. Jacob holds a Series 65 license.
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
01/14/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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