Muhammad
Jalill

Fisher Investments

CRD#7464201
Investment Advisor
in Tampa, FL

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About this Advisor

Muhammad Jalill is a financial advisor based in Tampa, Florida, working with Fisher Investments. Muhammad has previously held positions at Parallel Financial, Clemson University, Twin Peaks, Clemson University, Blue Heron, Greenville Tech, Chipotle, and Fisher Investments. Muhammad has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Muhammad 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 65

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 Blvd Ste 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

Muhammad Jalill Work History

2023 - Present (2 years)

Fisher Investments

2020 - 2023 (3 years)

Parallel Financial

2018 - 2020 (2 years)

Clemson Univeristy

2018 - 2018 (< 1 year)

Twin Peaks

2017 - 2018 (1 year)

Clemson University

2017 - 2017 (< 1 year)

Blue Heron

2015 - 2017 (2 years)

Greenville Tech

2014 - 2014 (< 1 year)

Chipotle

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Muhammad Jalill 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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