Jacob Wolfe
Financial advisor at Fisher Asset Management, LLC · Tampa, FL
Last updated 2026-10-10
Claim your profileJacob Wolfe is a financial advisor at Fisher Asset Management, LLC in Tampa, FL, CRD 7419987. Licenses and exams on the registration: Series 65. IAPD registration began 2021-09-23.
Registration
- CRD number
- 7419987
- Registration status
- Active
- IAPD registration
- 2021-09-23
- Industry Experience
- 5 years
- Work Experience
- 11 years
- States registered
- FL, TX
Licenses and exams
- Series 65
Work history
- 2019-06 to Present · Fisher Investments · Tampa, FL
- 2017-05 to 2018-05 · Fort Lewis College · Durango, CO
- 2018-08 to 2018-11 · Liquor World · Durango, CO
- 2016-05 to 2017-05 · La Plata Lawn Care · Durango, CO
- 2015-08 to 2019-05 · Fort Lewis College · Durango, CO
- 2016-09 to 2016-12 · Allstate · Durango, CO
Current employment
- Fisher Investments · Plano, TX
Fisher Asset Management, LLC
- Regulatory AUM
- $386,669,724,038
- Registered advisors
- 2,984
- Offices
- 374
- Clients per advisor
- 67.0 (Moderate)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 62.9% (High)
Fisher Asset Management, LLC: advisors, services and reported ETF investments
About
Jacob Wolfe is a financial advisor at Fisher Investments, operating as Fisher Asset Management, LLC in Tampa, FL. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 11 years of reported work history.
Fisher Asset Management, LLC's firm-level Form ADV reports 2,984 advisors across 374 offices; approximately 67.0 clients per advisor, average assets per client of $1,934,103, and regulatory AUM of $386.7B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $34.8B across 230 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jacob Wolfe personally.
Reported ETF positions
Fisher Asset Management reports 230 ETF positions worth $34.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEF — iShares 7-10 Year Treasury Bond ETF | $15.2B |
| VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $7.9B |
| MUB — iShares National Muni Bond ETF | $1.4B |
| VOO — Vanguard S&P 500 ETF | $1.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $931M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Fisher Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $798.4K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $508.3K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $464.6K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $641.8K | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Fisher Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
3109 W Dr Martin Luther King Blvd, Tampa, FL 33607
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
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