Brittany
Jacobson
Fisher Investments
Answer a few questions and
get matched with an advisor.
About this Advisor
Brittany Jacobson is a certified financial planner based in Plano, Texas with 3 years of industry experience. Jacobson is on the advisory team at Fisher Investments. Their career trajectory has included roles at Kimsa Total Wealth, Peak Brokerage Services, LLC, Pacific Capital Resource Group, Noodles & Co, Talbot, Korlova & Warmick Llp, Financial Investment Team, Lewis & Harrison Cpa and Fisher Investments. Jacobson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas and Washington. Fisher Investments is a registered investment business that has its headquarters in Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It oversees $192 billion in assets under management between its 269,289 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% belong to high-net-worth clients who have at least $1 million in assets available to invest. Fisher Investments performs a diverse assortment 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Fisher Investments likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Brittany Jacobson Work History
Brittany has been registered as a financial advisor for 3 years.*
Fisher Investments
Financial Investment Team
Lewis & Harrison Cpa
Kimsa Total Wealth
Peak Brokerage Services, LLC
Talbot, Korlova & Warmick Llp
Financial Investment Team
Pacific Capital Resource Group
Noodles & Co
Noodles & Co
*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 Brittany Jacobson 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
Westerville, OH
Marietta, GA
Tampa, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
