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Jared Haggard

Fisher Investments

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About Jared Haggard

Jared Haggard is a registered investment advisor representative with Fisher Investments in PLANO, TX. Jared has been in the industry since 2008 and has experience with both TD Ameritrade and Fidelity Brokerage Services. Jared's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jared has held a Series 66 license since 2009 and a Series 24 principal license since 2024.

Firm Information

Jared Haggard 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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Jared Haggard’s Registration & Firm History

TX

04/23/2021 - Present

Fisher Investments (PLANO TX)

TX

09/03/2008 - 01/11/2021

TD AMERITRADE, INC. (FORT WORTH TX)

TX

03/26/2008 - 07/14/2008

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Haggard.
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