JL
JL

Jesse Layton

13 Years of Experience
Plano, TX

Jesse Layton is a registered investment advisor at Fisher Investments, based in Plano, TX, with 13 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fisher Investments
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Edward Jones
November 2014 - June 2018 · 3 yrs 7 mos
Edward JonesBroker
August 2014 - June 2018 · 3 yrs 10 mos
Phillips & Company
March 2007 - November 2007 · 8 mos
Phillips & CompanyBroker
April 2006 - November 2007 · 1 yr 7 mos
State Registrations3 states
ORTXWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jesse Layton - Financial Advisor | TrueAdvisor