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Jeffrey Wallace Helm

Fisher Investments

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About Jeffrey Wallace Helm

Jeffrey Wallace Helm is a registered Investment Advisor Representative with Fisher Investments. Jeffrey has been with Fisher Investments since 1998. Previously, Jeffrey worked with several other firms including Purisima Securities, LLC, Nicholas-Applegate Securities, Scudder Investor Services, Inc., First Affiliated Securities and Thomas James Associates, Inc. Jeffrey holds a Series 63 and Series 65 license.

Firm Information

Jeffrey Helm 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 Helm’s Registration & Firm History

TX

02/11/2008 - Present

Fisher Investments (PLANO TX)

CA

05/17/2000 - 09/05/2003

PURISIMA SECURITIES, LLC (WOODSIDE CA)

CA

11/06/1995 - 04/22/1998

NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)

NY

08/19/1994 - 09/25/1995

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

CA

11/19/1992 - 01/28/1993

FIRST AFFILIATED SECURITIES (LA JOLLA CA)

NY

03/02/1992 - 06/17/1992

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 02/08/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Wallace Helm. Review regulatory record here.
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