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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Pavolonis is an investment advisor representative at Fisher Investments. Jake has been in the industry since 2014. Jake's professional background includes experience in various roles, demonstrating a strong work ethic and dedication to providing excellent service. Jake has passed the Uniform Investment Adviser Law Examination, commonly referred to as the Series 65 exam. Jake specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jake is registered with the State of Texas.
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
01/13/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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