Terry Jones
Investment adviser representative at Fisher Investments
11 yearsExperience
1 stateRegistered in
$386.7BFirm assets
39 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fisher InvestmentsOct 2025 to now
- N/aMar 2025 to Oct 2025
- Bank of America, N.A.Aug 2023 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Mar 2025
- Citigroup Global Markets Inc.Nov 2021 to Apr 2023
- UnemployedDec 2020 to Oct 2021
- Legendary Capital, LLCApr 2018 to Dec 2020
- The M&a Group, LLCApr 2018 to Dec 2020
- StrateraApr 2015 to Apr 2018
- Provasi CapitalMar 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 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
- 4766185
- Firm CRD
- 107342