Jared
Wilson
Fisher Investments
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About this Advisor
Jared Wilson is a financial advisor who works in Tampa, Florida with 1 year of relevant experience. Wilson currently works for Fisher Investments. Over the course of their career, Wilson has held roles at Adp Broker Dealer Inc, Adp LLC, Wageworks, Firstsource Solutions, Humana, The Jam Brands, Adp and Fisher Investments. Wilson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Fisher Investments is a company based in Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It oversees $192 billion in assets among its 269,289 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 37 charitable organizations. Of its 269,289 customer accounts, 46% are associated with high-net-worth investors who have more than $1 million in assets. Fisher Investments has a wide array 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. Fees charged by financial advisors typically are based on the type of financial services provided. However, fee types charged by Fisher Investments may include 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
Jared Wilson Work History
Jared has been registered as a financial advisor for 1 years.*
Fisher Investments
Adp Broker Dealer Inc
Adp LLC
Adp
Wageworks
Firstsource Solutions
Humana
The Jam Brands
*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 Wilson 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
Plano, TX
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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