Jocelyn Elizabeth Linares
Investment adviser representative at Fisher Investments
11 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
11 years in the industry.
- Fisher InvestmentsMay 2026 to now
- TIAANov 2025 to Apr 2026
- Charles Schwab & Co., Inc.Sep 2024 to Oct 2025
- UnemployedSep 2024 to Sep 2024
- ReiApr 2023 to Aug 2024
- University of North TexasAug 2021 to May 2024
- Whole Foods MarketApr 2021 to Jan 2023
- Best BuyOct 2020 to Jan 2021
- Dallas Community College BrookhavenAug 2019 to Dec 2020
- UnemployedJul 2019 to Jul 2019
- Creekview HighschoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 7991427
- Firm CRD
- 107342