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Kylee Paige Jerome

Fisher Investments

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About Kylee Paige Jerome

Kylee Jerome is an Investment Advisor Representative at Fisher Investments. Kylee is registered to provide investment advice in Texas and Washington. Kylee has been in the industry since November 2015. Kylee's professional experience includes positions at Fisher Investments, Kohls, and Lower Columbia College. Kylee is also the Owner/Dog Trainer for Unleashed K9 Training LLC. Kylee provides investment advice to high-net-worth individuals, other investment advisors, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, sovereign wealth funds and foreign official institutions, insurance companies, investment companies, and charitable organizations. Kylee specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Kylee Jerome 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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Kylee Jerome’s Registration & Firm History

TX

10/22/2021 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 10/22/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kylee Paige Jerome.
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