Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Merritt is an investment advisor representative associated with Fisher Investments. Jason Merritt has been in the industry since October 2009. Jason Merritt is registered with the state of Washington. Jason Merritt holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination. Fisher Investments has 2471 investment advisor representatives, with 1869 investment advisory functions. Fisher Investments has approximately $1 billion - $10 billion in assets under management. The firm primarily manages assets for high net worth individuals and other institutions.
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.
1
2
WA
02/24/2014 - Present
Fisher Investments (CAMAS WA)
IA
Issued 02/24/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jason Merritt is the right advisor for you? Invested Better is here to help.
