Jesse L Perry
Investment adviser representative at Fisher Investments
12 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
12 years in the industry.
- Fisher InvestmentsJun 2026 to now
- T. Rowe PriceFeb 2024 to May 2026
- Freedom Investment ManagementNov 2023 to Jan 2024
- Innovation Partners LLCOct 2023 to Jan 2024
- Ip Financial Advisory Services LLCOct 2023 to Jan 2024
- 3d/l Capital Management, LLCJul 2022 to Nov 2023
- Origin FinancialApr 2022 to Jun 2022
- JP Wealth Management LLCOct 2021 to Jul 2022
- The Vanguard Group, Inc.Jan 2021 to Oct 2021
- Cfa StudiesAug 2020 to Dec 2020
- Fisher InvestmentsApr 2020 to Jul 2020
- T. Rowe PriceNov 2018 to Mar 2020
- I.M. Wealth Care, LLCSep 2018 to Oct 2018
- Cfa StudiesApr 2018 to Aug 2018
- ST. Joseph's UniversityAug 2016 to Dec 2017
- T. Rowe PriceSep 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6395154
- Firm CRD
- 107342