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Jay Joseph Carlson

Fisher Investments

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About Jay Joseph Carlson

Jay Joseph Carlson is an investment advisor representative associated with Fisher Investments. Jay Joseph Carlson has been in the securities industry since 1994 and has a Series 6, Series 7, Series 63 and Series 65. Jay Joseph Carlson has experience with QUASAR DISTRIBUTORS, LLC and FIRST FUND DISTRIBUTORS, INC.. Jay Joseph Carlson provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Jay Carlson 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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Jay Carlson’s Registration & Firm History

IL

02/07/2022 - Present

Fisher Investments (WARRENVILLE IL)

ME

10/04/2001 - 10/01/2002

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

01/18/2001 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

IN

04/30/1997 - 02/08/1999

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

WI

08/27/1994 - 05/01/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

IA

Issued 09/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1995

Series 7 - General Securities Representative Examination

BC

Issued 02/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jay Joseph Carlson.
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