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Jarrod Lee Dehn

Fisher Investments

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About Jarrod Lee Dehn

Jarrod Dehn is a financial advisor with Fisher Investments, a firm that manages over $298 billion in assets. Jarrod holds both Series 65 and Series 66 licenses, which allows him to provide investment advice to individuals, families, and institutions. Jarrod Dehn has over 9 years of experience in the financial services industry, and has a proven track record of helping clients achieve their financial goals. He is a dedicated professional who is committed to providing his clients with the highest level of service and expertise.

Firm Information

Jarrod Dehn 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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Jarrod Dehn’s Registration & Firm History

FL

12/22/2023 - Present

Fisher Investments (Sarasota FL)

HI

08/14/2014 - 12/24/2015

EDWARD JONES (KALAHEO HI)

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Licenses & Designations

IA

Issued 12/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/24/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarrod Lee Dehn.
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