Jake Hesson
Investment adviser representative at Fisher Investments
12 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
12 years in the industry.
- Fisher InvestmentsSep 2026 to now
- Hesson Wealth Partners LLCDec 2024 to Dec 2024
- Bolvin Wealth Management GroupDec 2022 to Sep 2026
- LPL Financial LLCDec 2022 to Sep 2026
- UnemployedApr 2022 to Dec 2022
- Canaccord GenuityJul 2021 to Mar 2022
- Boston CollegeSep 2020 to May 2021
- Canaccord GenuityJul 2020 to Aug 2020
- Boston CollegeAug 2017 to Jun 2020
- Duxbury High SchoolAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State 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
- 7410020
- Firm CRD
- 107342