Jacob Neal Smithson
Investment adviser representative at Fisher Investments
11 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you Jacob Neal Smithson? Claim your profile
Contact this firm
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 InvestmentsAug 2025 to now
- Clear Defense Pest ControlMay 2025 to Aug 2025
- NoneSep 2024 to Apr 2025
- Clear Defense Pest ControlMay 2024 to Aug 2024
- NoneSep 2023 to Apr 2024
- Clear Defense Pest ControlMay 2023 to Aug 2023
- NoneFeb 2023 to Apr 2023
- Rrva LLCDec 2022 to Jan 2023
- NoneSep 2022 to Nov 2022
- Dominion SolutionsMay 2022 to Aug 2022
- NoneSep 2021 to Apr 2022
- NoneMay 2021 to Aug 2021
- Advance Auto PartsNov 2020 to Apr 2021
- NoneAug 2015 to Oct 2020
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
- 8196166
- Firm CRD
- 107342