Jacob Robert Winiger
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.
- Fisher InvestmentsJun 2026 to now
- Vci Wealth Management LLCApr 2023 to Apr 2026
- Fefa Asset Management, LLCApr 2023 to Mar 2024
- N/aOct 2022 to Apr 2023
- Fisher InvestmentsMay 2019 to Oct 2022
- Edward JonesJun 2018 to Aug 2018
- Lennie'sOct 2016 to Apr 2019
- Wabash Plastics IncApr 2016 to Jul 2017
- StudentJun 2012 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6943571
- Firm CRD
- 107342