Brittany JacobsonCRD Number: 6638978
Current Firm: Fisher Investments
Brittany Jacobson (CRD# 6638978) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 4 years of experience in the finance industry. Brittany Jacobson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Fisher Investments||Camas, WA||Sep 2020 - Current||1|
|Financial Investment Team||Portland, OR||Oct 2018 - Aug 2020||1|
|Peak Brokerage Services, LLC||Palm Beach Gardens, FL||Sep 2017 - Aug 2020||2|
|Financial Investment Team||Portland, OR||Aug 2017 - Sep 2018||1|
|Lewis & Harrison Cpa||Portland, OR||Jan 2018 - Apr 2018||< 1|
|Kimsa Total Wealth||Portland, OR||May 2017 - Aug 2017||< 1|
|Pacific Capital Resource Group||Lake Oswego, OR||Apr 2016 - May 2017||1|
|Talbot, Korlova & Warmick LLP||Lake Oswego, OR||Jan 2017 - Apr 2017||< 1|
|Noodles & Co||Lake Oswego, OR||Feb 2015 - Apr 2016||1|
|Noodles & Co||Mankato, MN||Jun 2009 - Feb 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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