Jack Ryan Healy
Investment adviser representative at Fisher\smb
13 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
13 years in the industry.
- Fisher\smbMay 2025 to now
- Fisher Retirement Solutions, LLCJul 2024 to now
- Fisher InvestmentsJan 2018 to Jun 2024
- Kohls Department StoresJun 2017 to Jul 2017
- "a" Camp - University of ArizonaMay 2016 to Feb 2017
- Arizona Catering CompanyAug 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7239952
- Firm CRD
- 331205