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Jacob Garrity

Fisher Investments

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About Jacob Garrity

Jacob Garrity is a financial advisor with Fisher Investments. Jacob has been in the industry for several years and holds licenses in both the securities and investment advisory fields. Prior to joining Fisher Investments, Jacob worked at Purshe Kaplan Sterling Investments. Jacob has a broad range of experience working with various clients including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Jacob provides financial planning, portfolio management, and other financial advisory services.

Firm Information

Jacob Garrity 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 Garrity’s Registration & Firm History

TX

03/21/2024 - Present

Fisher Investments (PLANO TX)

TX

01/20/2022 - 10/10/2023

PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)

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Licenses & Designations

IA

Issued 03/21/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Garrity.
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