Jacob Allen
Investment adviser representative at Fisher Investments
13 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
13 years in the industry.
- Fisher InvestmentsJun 2024 to now
- Charles Schwab & Co., Inc.Jun 2022 to Mar 2024
- True Path FinancialAug 2021 to Mar 2022
- Wealth Strategies GroupFeb 2021 to Jul 2021
- California State University, San BernardinoAug 2019 to Jan 2020
- California State UniversitySep 2017 to May 2021
- StudentJan 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7282577
- Firm CRD
- 107342