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Stephen Jared Smith

Fisher Investments

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About Stephen Jared Smith

Stephen Smith is a registered investment advisor representative with Fisher Investments. Stephen has been in the industry since 2018 and has held previous positions at Charles Schwab & Co., Inc. and MML Investors Services, LLC. Stephen holds the Series 6, 7, 63, and 65 licenses. Stephen specializes in working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Stephen Smith 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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Stephen Smith’s Registration & Firm History

TX

04/06/2022 - Present

Fisher Investments (PLANO TX)

TX

07/08/2019 - 12/13/2021

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

09/21/2018 - 01/16/2019

MML INVESTORS SERVICES, LLC (FORT WORTH TX)

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Licenses & Designations

IA

Issued 04/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Stephen Jared Smith. Review regulatory record here.
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