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Ulysses L Jackson

Fisher Investments

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About Ulysses L Jackson

Ulysses L Jackson is an investment advisor representative with Fisher Investments. Ulysses has been in the industry since 1994, and has experience in various areas such as portfolio management for individuals, businesses, and investment companies. Ulysses L Jackson is registered with the state of Washington and Texas. Ulysses has previously worked with Charles Schwab & Co., Inc., and Franklin/Templeton Distributors, Inc.

Firm Information

Ulysses Jackson 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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Ulysses Jackson’s Registration & Firm History

WA

11/20/2007 - Present

Fisher Investments (CAMAS WA)

TX

02/10/2000 - 01/29/2004

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

CA

09/26/1994 - 11/10/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 05/24/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ulysses L Jackson.
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