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Jarrod Dean Shew

Investment adviser representative at Fisher Investments
25 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

25 years in the industry.

  1. Fisher InvestmentsAug 2023 to now
  2. Nylife Securities LLCJan 2022 to Jun 2023
  3. New York Life Insurance CompanyJul 2021 to Jun 2023
  4. Shew ContractingNov 2020 to Jul 2021
  5. Traditional Homes, LLCJun 2020 to Oct 2020
  6. UnemployedFeb 2020 to May 2020
  7. First Security BankAug 2019 to Jan 2020
  8. Mann MortgageJan 2019 to Jul 2019
  9. First Interstate BankAug 2001 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

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
7247110
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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