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Jason Lara

Fisher Investments

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About Jason Lara

Jason Lara is an investment advisor representative for Fisher Investments. Jason has been in the industry for a significant period of time, and holds a variety of licenses and certifications, including the Series 6, 63 and 65 licenses. In addition, Jason has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Jason’s experience in the industry, combined with his diverse skill set, makes him a valuable asset to Fisher Investments and their clients.

Firm Information

Jason Lara 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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Jason Lara’s Registration & Firm History

NA

04/17/2024 - Present

Fisher Investments (Heredia )

CA

07/22/2015 - 09/10/2019

PRINCIPAL SECURITIES, INC. (COSTA MESA CA)

IA

05/30/2012 - 04/02/2014

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 04/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Lara.
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