John
Kern

Fisher Investments

CRD#6826873
Investment Advisor
in Tampa, FL

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About this Advisor

John Kern is a financial advisor based in Tampa, Florida, working with Fisher Investments. John has previously held positions at Ax Trading Group, Inc, Chessnyc, Full Time Education, Morgan Stanley, Core Avionics, Pwc, and Fisher Investments. John has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, John is part of Fisher Investments, which operates out of Tampa, Florida. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Fisher Investments includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

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

3109 W Dr. Martin Luther King Jr. Blvd Suite 600
Tampa, FL 33607

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Fisher Investments Brokerage Details

Total Assets Under Management

$235,943,355,465

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

3,525

FL Average: 49
Total Number of Accounts

148,462

FL Average: 2,315
Average Account Size

$1,589,251

FL 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

John Kern Work History

2022 - Present (2 years)

Fisher Investments

2021 - 2022 (1 year)

Morgan Stanley

2020 - 2020 (< 1 year)

Core Avionics

2020 - 2021 (1 year)

Pwc

2018 - 2020 (2 years)

Full Time Education

2017 - 2017 (< 1 year)

Ax Trading Group, Inc

2017 - 2018 (1 year)

Full Time Education

2016 - 2016 (< 1 year)

Chessnyc

2015 - 2016 (1 year)

Full Time Education

2007 - 2015 (8 years)

Full Time Education

Disclosures

Please visit the SEC profile of John Kern 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

Weston Cooper
San Mateo, CA
Michael Mcclelland
Plano, TX
Zachory Prekel
Plano, TX
Nicholas Arntz
Plano, TX
Eric Schmauch
Plano, TX
Hyun Paik
Plano, TX
Ry Cardeilhac
Tampa, FL
Michael Valentino
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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