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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Grant Jewell is a registered Investment Advisor Representative with Fisher Investments. Wesley is registered in Texas and Washington. Wesley has been with Fisher Investments since August 2003. Wesley is a Series 65 licensed individual, having passed the Uniform Investment Adviser Law Examination in August 2006. Wesley provides services for corporations, individuals, investment companies, and pooled investment vehicles. Wesley has over 20 years in the financial services industry and specializes in investment strategies, portfolio management, and financial planning. Wesley is actively registered as an Investment Advisor Representative (IAR).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/24/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/04/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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