Unclaimed Profile

Jeffery Lee Silk

FISHER ASSET MANAGEMENT, LLC·PLANO, Texas

Series 2, Series 65Clean record15 years registeredFISHER ASSET MANAGEMENT, LLC

6500 INTERNATIONAL PKWY, PLANO, TX 75093-8222CRD# 1728992Firm CRD# 107342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Lee Silk · PLANO, TX

Registration

CRD #1728992 · FISHER ASSET MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

FISHER INVESTMENTS

Nov 2025 – present

FISHER INVESTMENTS

Sep 2010 – Oct 2025

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · September 8, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FISHER ASSET MANAGEMENT, LLC

CRD 107342 · SEC 801-29362

AUM

$276.9B

Regulatory assets under management

Employees

3,525

161,361 client accounts

Services offered by FISHER ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FISHER ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffery Lee Silk offer?

Jeffery Lee Silk specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PLANO, Texas for a consultation.

What are Jeffery Lee Silk's credentials?

Jeffery Lee Silk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Lee Silk located?

Jeffery Lee Silk is based in PLANO, Texas, working with FISHER ASSET MANAGEMENT, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Jeffery Lee Silk charge for services?

Jeffery Lee Silk's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FISHER ASSET MANAGEMENT, LLC?

FISHER ASSET MANAGEMENT, LLC has approximately 3525 employees and manages $276.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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