Jared
Escamilla
Fisher Investments
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About this Advisor
Jared Escamilla is a financial advisor who works in Plano, Texas with 1 year of relevant experience. Escamilla is on the advisory team at Fisher Investments. Throughout their career, they have worked at Fidelity Investments, Compunnel/Morgan Stanley, Alder Holdings, Bluehost, Rise Inc, Jimmy Johns, Church Of Jesus Christ Of Latter-Day Saints and Fisher Investments. Escamilla holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Fisher Investments is a financial advisory business that has its headquarters in Plano, TX. The firm has offices in 14 locations and a total of 3,349 employees. It oversees $192 billion in total assets across its 269,289 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 37 charities and foundations. Of its 269,289 customer accounts, 46% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs 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 fee schedules usually depend on which service is provided. However, fee types billed by Fisher Investments most likely include 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
Jared Escamilla Work History
Jared has been registered as a financial advisor for 1 years.*
Fisher Investments
Fidelity Investments
Compunnel/Morgan Stanley
Alder Holdings
Bluehost
Rise Inc
Jimmy Johns
Church Of Jesus Christ Of Latter-Day Saints
*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 Jared Escamilla 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
Camas, WA
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
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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