Jeremy
Conners
Fisher Investments
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About this Advisor
Jeremy Conners is a financial advisor working out of Tampa, Florida with 1 year of industry experience. Conners currently works for Fisher Investments. Over the course of their career, Conners has held roles at Equitable Advisors, LLC, Topgolf, Epg Security, Blue Vision Adventures, University Of Saint Thomas Swim Team, University Of Saint Thomas, Saint Thomas Academy and Fisher Investments. Conners maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Fisher Investments is a financial advisory company operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 advisors. It handles $192 billion in assets under management between its 269,289 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 37 charities and foundations. Of its 269,289 accounts, 46% belong to high-net-worth investors who have at least $1 million in assets available to invest. 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. Fees for financial advice vary depending on the type of financial services provided. Fee types charged by Fisher Investments 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
Jeremy Conners Work History
Jeremy has been registered as a financial advisor for 1 years.*
Fisher Investments
Equitable Advisors, LLC
Topgolf
Epg Security
Blue Vision Adventures
University Of Saint Thomas Swim Team
University Of Saint Thomas
Saint Thomas Academy
*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 Jeremy Conners 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
Tampa, FL
Marietta, GA
Camas, WA
Plano, TX
Plano, TX
Plano, TX
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.
