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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Quasar Distributors, LLC 17 years, 10 months Oct 2001 - Present
Fisher Investments, Inc. 20 years, 6 months Feb 1999 - Present
Are You
Jay Joseph Carlson?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 26, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Feb 2, 2011
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Fisher Investments

Last updated on May 6, 2019
    • $94.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 57K
      Accounts
    • $1.6M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Performance-Based Fees
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