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Austin Jamial Jefferson

Investment adviser representative at Fisher Investments
14 yearsExperience
2 statesRegistered 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

14 years in the industry.

  1. Fisher InvestmentsApr 2025 to now
  2. Selling of ScreenplaysOct 2024 to now
  3. Author of BooksApr 2012 to now
  4. AgiaSep 2024 to Feb 2025
  5. Valic Financial Advisors, Inc.Sep 2024 to Feb 2025
  6. TIAAJun 2016 to Aug 2024
  7. TIAA- CREF Individual & Intitutional Services, LLCJun 2016 to Aug 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
5051009
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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