Unclaimed
Jared Michael Kahn is an Investment Advisor Representative associated with Fisher Investments. Jared is registered with the state of Florida and Texas. Jared has one state exam, the Uniform Investment Adviser Law Examination. Jared's prior employment includes working at Fisher Investments in Plano, Texas since September 2015. Jared specializes in working with high-net-worth individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, individuals other than high-net-worth, and state or municipal government entities.
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
03/28/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 04/26/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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