Jacob
Israel
Fisher Investments
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About this Advisor
Jacob Israel is a financial advisor who works in Plano, Texas who has 1 year of relevant experience. Israel is currently employed by Fisher Investments. Over the course of their career, they have held roles at J.P. Morgan Securities LLC, Morgan Stanley (Tailored Management), Pnc Financial Services, Northwestern Mutual, Huntington National Bank, Ruffalo Noel Levitz, Fedex Ground, Experigreen Columbus LLC, Ups, Fisher Investments and Merrill Lynch. Israel holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Fisher Investments is an advisory firm based in Plano, TX. It has offices in 14 locations and a total of 3,349 people on staff. It controls $192 billion in total assets among its 269,289 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 37 charitable organizations. Of its 269,289 accounts, 46% are held by high-net-worth clients who have at least $1 million in investable assets. Fisher Investments performs a broad 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. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types billed by Fisher Investments likely are comprised 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
Jacob Israel Work History
Jacob has been registered as a financial advisor for 1 years.*
Fisher Investments
J.P. Morgan Securities LLC
Merrill Lynch
Morgan Stanley (Tailored Management)
Huntington National Bank
Pnc Financial Services
Northwestern Mutual
Ruffalo Noel Levitz
Fedex Ground
Experigreen Columbus LLC
Ups
*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 Jacob Israel 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.
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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.
