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Jordan Michael Haskell

Fisher Investments

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About Jordan Michael Haskell

Jordan Haskell is an Investment Advisor Representative at Fisher Investments, registered with the state of Texas. Jordan Haskell is also a registered Investment Advisor Representative. Jordan Haskell specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. Jordan Haskell has been working in the financial services industry since 2012. Jordan Haskell has worked at Fisher Investments since July 2018, and prior to that Jordan Haskell worked at Lyons National Bank in Geneva, NY from June 2017 to July 2018. Jordan Haskell received a Series 65 license in February 2021. Fisher Investments has $298,729,428,900 in regulatory assets under management, and has offices in Plano, Texas.

Firm Information

Jordan Haskell 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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Jordan Haskell’s Registration & Firm History

TX

02/10/2021 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 02/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Michael Haskell.
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