Jared
Sink

Fisher Investments

CRD#7366961
Investment Advisor
in Plano, TX

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About this Advisor

Jared Sink is a financial advisor operating in Plano, Texas with a total of 1 year of relevant experience. Sink is on the advisory team at Fisher Investments. Sink has gained experience at Florida Financia Advisors, Ken Kenelly State Farm, Unemployed / School, Pizzeria 66, Wright Global Graphics, Jonestown Swim & Tennis, Trinity Wealth Securities, LLC and Fisher Investments. Sink holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Texas. Fisher Investments is an advisory business that has its headquarters in Plano, TX. It has offices in 14 locations and a total of 3,349 financial advisors. It administers $192 billion in assets among its 269,289 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth clients who have greater than $1 million in investable 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 fees typically depend on which services the firm provides the client. Fees billed by Fisher Investments most likely include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Parkway Suite 2050
Plano, TX 75093

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

TX Average: $3,042,739,679
Total Number of Employees

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX Average: $1,314,358

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

Jared Sink Work History

Jared has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fisher Investments

2021 - 2022 (1 year)

Florida Financia Advisors

2021 - 2022 (1 year)

Trinity Wealth Securities, LLC

2018 - 2020 (2 years)

Ken Kenelly State Farm

2017 - 2018 (1 year)

Unemployed / School

2017 - 2017 (< 1 year)

Pizzeria 66

2015 - 2017 (2 years)

Unemployed / School

2015 - 2015 (< 1 year)

Wright Global Graphics

2014 - 2015 (1 year)

Unemployed / School

2014 - 2014 (< 1 year)

Jonestown Swim & Tennis

2011 - 2014 (3 years)

Unemployed / School

*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 Jared Sink 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

Justin Peacock
Plano, TX
Spencer May
Camas, WA
Melissa Sullivan
Plano, TX
Frank Fontanella
Marietta, GA
Ryan Dippold
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Patrick Mccormick
Westerville, OH

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.

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