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Jarec Morlote

Investment adviser representative at Fisher Investments
24 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

24 years in the industry.

  1. Fisher InvestmentsJul 2026 to now
  2. LinkbankMay 2024 to May 2026
  3. Messiah UniversityAug 2023 to Apr 2024
  4. The Cason GroupMay 2023 to Jul 2023
  5. UnemployedJan 2002 to Apr 2023

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
8313115
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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