Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Barnes is an Investment Advisor Representative at Fisher Investments. Jacob is registered with the state of Texas and Washington. Jacob earned the Series 65 license on November 8, 2023. Jacob has worked in the financial services industry since June 2021. Jacob has experience at Fisher Investments, Buffalo Wild Wings, Consolidated Electrical Distributors, Toms Urban, Boise State University, Columbia River High School. Jacob's firm, Fisher Investments, manages over $298.73 billion in assets for individuals, families, corporations, institutions, and high-net-worth clients. The firm provides portfolio management services, financial planning, and portfolio assessment services.
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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WA
11/08/2023 - Present
Fisher Investments (Camas WA)
IA
Issued 11/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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