Jake
Hayes
Fisher Investments
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About this Advisor
Jake Hayes is a certified financial planner based out of Tampa, Florida. Hayes is an employee of Fisher Investments. Throughout their career, Hayes has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, San Diego State University, San Diego Community College District, Pacific Sotheby'S International Realty, United States Navy - Uss Decatur (Ddg-73), Central Texas College, Bank Of America, N.A, Investment Counselor and Travel. Hayes holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Fisher Investments is a registered investment company based out of Plano, TX. The company has offices in 14 locations and a total of 3,349 advisors. It controls $192 billion in assets among its 269,289 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are held by high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules typically are based on the type of services. Fee types charged by Fisher Investments may include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Jake Hayes Work History
Jake has been registered as a financial advisor for 0 years.*
Investment Counselor
Travel
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
San Diego State University
Merrill Lynch, Pierce, Fenner & Smith Inc
San Diego State University
Pacific Sotheby'S International Realty
San Diego Community College District
Central Texas College
United States Navy - Uss Decatur (Ddg-73)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jake Hayes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
Camas, WA
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
