Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Ashton Manzano is an Investment Advisor Representative at Fisher Investments. Jake has been in the financial industry since 2017 and holds the Series 65 license. Jake specializes in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Jake has experience in portfolio assessment and works with a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and other investment advisors.
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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FL
03/29/2023 - Present
Fisher Investments (TAMPA FL)
IA
Issued 03/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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