Jake A Rodriguez
Investment adviser representative at Fisher Investments
10 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
10 years in the industry.
- Fisher InvestmentsDec 2024 to now
- J.P. Morgan Securities, LLCAug 2021 to Nov 2024
- JP Morgan Chase Bank, N.A.Aug 2021 to Nov 2024
- New York Life InsuranceMar 2021 to Aug 2021
- Nylife Securities LLCMar 2021 to Aug 2021
- Chase BankJan 2021 to Mar 2021
- UnemployedFeb 2020 to Dec 2020
- Gyu Kaku Japanese BbqAug 2017 to Jan 2020
- UnemployedJul 2017 to Jul 2017
- Zero Week SolutionsFeb 2017 to Jun 2017
- UnemployedDec 2016 to Jan 2017
- Bloomingdales/ MacysOct 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
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
- 7331702
- Firm CRD
- 107342