Jamie
Winter
Fisher Investments
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About this Advisor
Jamie Winter is a financial advisor operating out of Plano, Texas with 1 year of industry experience. Winter is currently employed by Fisher Investments. Their career trajectory has included roles at Jpmorgan Chase Bank N.A, Jpmorgan Securities LLC, Last Frountier Casino, Panera Bread, The Abernathy, Regal Cinemas, Western Washington Dining Services, Heritage Bank, Zales, Bank Of The West, Central Washington University-The Observer, Manna Development Group LLC, Aramark and Fisher Investments. Winter holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Fisher Investments is a financial advisory company that has its headquarters in Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It manages $192 billion in assets among its 269,289 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 37 charities and foundations. Of its 269,289 accounts, 46% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Fisher Investments offers 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. Financial advisory fees usually vary depending on which services the firm provides the client. Fees billed 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
Jamie Winter Work History
Jamie has been registered as a financial advisor for 1 years.*
Fisher Investments
Jpmorgan Chase Bank N.A
Jpmorgan Securities LLC
Jpmorgan Chase Bank N.A
Last Frountier Casino
Panera Bread
The Abernathy
Manna Development Group LLC
Regal Cinemas
Western Washington Dining Services
Aramark
Heritage Bank
Zales
Central Washington University-The Observer
Bank Of The West
*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 Jamie Winter 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.
