This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FISHER INVESTMENTS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Oct 17, 2019

First registration

Oct 17, 2019

Dual registered

no

IAPD individual key

6943571

• Occurred

  May 11, 2026
  Advisor changed firm

  Jacob Robert Winiger left Fefa Financial for Fisher Investments (registered 2026-06-11)

  Form ADVobserved 6 days ago
• Occurred

  Oct 17, 2022
  Advisor changed firm

  Jacob Robert Winiger left Fisher Investments for Fefa Financial (registered 2023-06-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a138fc3-844e-0954-75ab-939b69bf71a7

First observed

Oct 17, 2019

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.