Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Andrew Jaquith is a financial advisor with Fisher Investments. He is registered in Alabama and Texas. Joel has been a registered financial advisor since 2013. He is an investment adviser representative and has experience with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, 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
07/23/2019 - Present
Fisher Investments (PLANO TX)
WA
03/25/2013 - 03/14/2014
J.P. MORGAN SECURITIES LLC (VANCOUVER WA)
IA
Issued 04/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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