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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaykumar? Claim Your ProfileJaykumar Trivedi is a registered investment advisor representative with Fisher Investments. Jaykumar is a licensed investment advisor in Texas. Jaykumar obtained their Series 65 license on December 4, 2023. Jaykumar has been employed with Fisher Investments since September 2021. Jaykumar has a background in finance and has experience working in the financial services industry. Fisher Investments is a financial services firm that provides investment management services to individuals and institutions. The firm has over $298 billion in assets under management and is headquartered in Plano, Texas.
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.
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TX
12/04/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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