Jake Morgan
Investment adviser representative at Fisher Investments
14 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
14 years in the industry.
- Fisher InvestmentsMay 2026 to now
- J.P. Morgan Securities LLCNov 2022 to May 2026
- JPMorgan Chase Bank, N.A.Jun 2021 to May 2026
- Crunch FitnessApr 2021 to Jul 2021
- UnemployedMay 2020 to Mar 2021
- Youfit Health ClubsJun 2019 to Apr 2020
- WendysFeb 2019 to Apr 2019
- Moes Southwest GrillNov 2018 to Jun 2019
- Panera BreadMay 2018 to Nov 2018
- UnemployedApr 2018 to Apr 2018
- McdonaldsMar 2017 to Mar 2018
- UnemployedNov 2012 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7660426
- Firm CRD
- 107342