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Jeffrey Randall Colvin

Fisher Investments

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About Jeffrey Randall Colvin

Jeffrey Randall Colvin is an Investment Advisor Representative with Fisher Investments. Jeffrey has been in the financial services industry since 2009. He holds the Series 65 license as well as the SIE and Series 56. Jeffrey specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles. Jeffrey was previously employed at Chimera Securities, LLC in New York and at Investment Counsel Company in Las Vegas.

Firm Information

Jeffrey Colvin 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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Jeffrey Colvin’s Registration & Firm History

TX

07/27/2023 - Present

Fisher Investments (PLANO TX)

NY

03/21/2011 - 04/28/2017

CHIMERA SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2011

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Randall Colvin.
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