Jason Scott Brantley
Investment adviser representative at Fisher\smb
14 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Fisher\smbMay 2026 to now
- Fisher Retirement Solutions LLC dba Fisher\smbApr 2026 to now
- Newport GroupJun 2023 to Mar 2026
- Milliman, IncApr 2012 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2795015
- Firm CRD
- 331205