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Jason Michael Sgarlata

Fisher Investments

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About Jason Michael Sgarlata

Jason Sgarlata is a financial advisor at Fisher Investments. Jason is a Certified Financial Planner with over 20 years of experience in the financial services industry. Jason has experience working with high net worth individuals, corporations, and investment companies. Jason has worked with Fisher Investments since 2013 and has held previous positions at LPL Financial Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Jason Sgarlata 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 Sgarlata’s Registration & Firm History

AL

09/06/2023 - Present

Fisher Investments (TUSCALOOSA AL)

AL

04/05/2007 - 05/18/2010

LPL FINANCIAL CORPORATION (TUSCALOOSA AL)

AL

01/23/2002 - 04/09/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUSCALOOSA AL)

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Licenses & Designations

BOTH

Issued 02/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/20/1998

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Sgarlata.
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