Jacob Garrity
Investment adviser representative at Fisher Investments
8 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
8 years in the industry.
- Fisher InvestmentsNov 2023 to now
- 49 Wealth Management LLCJan 2023 to Oct 2023
- Purshe Kaplan Sterling InvestmentsAug 2021 to Oct 2023
- Thrivent Advisor Network dba 49 FinancialJul 2021 to Dec 2022
- 49 FinancialJun 2021 to Oct 2023
- Chicago Golf ClubNov 2019 to Jun 2021
- Brookhaven Country ClubAug 2018 to Oct 2019
- Wheaton CollegeFeb 2017 to Aug 2018
- American EagleDec 2016 to Feb 2017
- Frisco High SchoolMar 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- 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
- 7417663
- Firm CRD
- 107342