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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Lee Hoerth is an investment advisor representative with Fisher Investments. Jenna has been in the industry since 2013. Jenna is registered with the state of Washington as an Investment Advisor Representative and holds Series 65 and Series 7 licenses. Jenna has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
10/19/2015 - Present
Fisher Investments (PLANO TX)
WI
04/02/2013 - 10/02/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MADISON WI)
IA
Issued 10/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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