Jeffrey
Doty
Fisher Investments
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About this Advisor
Jeffrey Doty is a financial advisor operating in Tampa, Florida with 1 year of relevant experience. Doty currently works for Fisher Investments. Over the course of their career, Doty has held roles at Blueprint Real Estate, Royal Poinciana Golf Club, Fisher Investments, University Of Kansas, Carmel High School, University Of North Florida and Carmel Middle School. Doty holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Florida. Fisher Investments is a registered investment business headquartered in Plano, TX. The company has offices in 14 locations and a total of 3,349 employees. It administers $192 billion in assets across its 269,289 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 37 charities and foundations. Of its 269,289 customer accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets. Fisher Investments offers a diverse range 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. A financial advisor's fees typically vary depending on which service is offered. Fee types billed by Fisher Investments most likely are comprised of some combination 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
Jeffrey Doty Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Fisher Investments
Blueprint Real Estate
Royal Poinciana Golf Club
University Of Kansas
University Of North Florida
Carmel High School
Carmel Middle 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 Jeffrey Doty 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
Camas, WA
Tampa, FL
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
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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