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Jasper Elwood Mallard

Fisher Retirement Solutions LLC

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About Jasper Elwood Mallard

Jasper Elwood Mallard is a financial professional with over 16 years of experience in the financial services industry. Jasper is currently registered with Fisher Retirement Solutions LLC. Previously, Jasper was affiliated with firms including Hub International Investment Services Inc., Cambridge Investment Research, Inc., and Planmember Securities Corporation. Jasper has held licenses in multiple states, including California, Missouri, and Washington. Jasper has experience in providing financial advisory services including pension consulting and portfolio management for businesses.

Firm Information

Jasper Mallard is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jasper Mallard’s Registration & Firm History

WA

07/05/2024 - Present

Fisher Retirement Solutions LLC (CAMAS WA)

MO

01/04/2016 - 02/23/2022

HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)

CA

01/04/2016 - 02/08/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Santa Barbara CA)

CA

01/03/2012 - 01/05/2016

PLANMEMBER SECURITIES CORPORATION (Santa Barbara CA)

CA

09/08/2006 - 12/31/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (CARLSBAD CA)

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Licenses & Designations

BOTH

Issued 10/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jasper Elwood Mallard.
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