Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob James Baumann is an investment advisor representative at Fisher Investments, based in Camas, Washington. Jacob has been with Fisher Investments since April 2019. Jacob holds the Series 65 license. Jacob has been in the securities industry since October 2018. Jacob is registered to provide investment advisory services in Texas and Washington. Jacob works with individual clients, high-net-worth individuals, corporations, charitable organizations, investment companies, insurance companies, pension and profit-sharing plans, state or municipal government entities, pooled investment vehicles, and other investment advisers.
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
11/07/2023 - Present
Fisher Investments (Camas WA)
IA
Issued 08/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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