Jeremy
Edwards
Fisher Investments
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About this Advisor
Jeremy Edwards is a certified financial planner operating in Tampa, Florida with 3 years of relevant experience. Edwards is an advisor for Fisher Investments. Throughout their career, they have worked at Fisher Investments, Clemson University, First Harbor @ Raymond James, Northwestern Mutual, Park Sterling Bank, At-Net Services, Barrineau Accounting, Bilo and Sumter High School. Edwards is registered to work in Florida. Fisher Investments is an advisory business headquartered in Plano, TX. The company has offices in 14 locations and a total of 3,349 employees. It manages $192 billion in assets under management among its 269,289 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 37 charities and foundations. Of its 269,289 client accounts, 46% are held by high-net-worth individuals who have greater than $1 million in assets. Fisher Investments provides a number of services, such as 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 largely are based on which services are provided. However, fee types charged by Fisher Investments may include any 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 Edwards Work History
Jeremy has been registered as a financial advisor for 3 years.*
Fisher Investments
Fisher Investments
Clemson University
First Harbor @ Raymond James
Northwestern Mutual
Park Sterling Bank
At-Net Services
Barrineau Accounting
Bilo
Clemson University
Sumter High 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 Jeremy Edwards 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.
