Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Jason Fisher

CCO Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Jason Fisher

Robert Jason Fisher is a financial professional with over 17 years of experience in the industry. Robert is currently registered with CCO Capital, LLC and holds a Series 7, Series 24, Series 3 and SIE. Robert has held previous roles at BLACKROCK INVESTMENTS, LLC, PINEBRIDGE SECURITIES LLC and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Firm Information

Robert Fisher is currently registered with CCO Capital, LLC. CCO Capital, LLC is a Limited Liability Company formed in February 2018. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

46

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Fisher’s Registration & Firm History

CA

09/15/2023 - Present

CCO Capital, LLC (Los Angeles CA)

CA

05/13/2020 - 08/17/2023

BLACKROCK INVESTMENTS, LLC (SANTA MONICA CA)

CA

05/14/2013 - 05/14/2020

PINEBRIDGE SECURITIES LLC (LOS ANGELES CA)

CA

09/22/2006 - 04/11/2013

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (LOS ANGELES CA)

Not sure if Robert Jason Fisher is right for you?

Licenses & Designations

BC

Issued 10/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2007

Series 3 - National Commodity Futures Examination

BC

Issued 09/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Jason Fisher.
Not sure if Robert Jason Fisher is right for you?