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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JEFFREY MICHAEL BILINSKI

Advisor at FISHER INVESTMENTS

PLANO, TX | TAMPA, FL

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Search this name across graphsid dfx:ria:ee934792-56e3-aa62-8ea4-3985284f6127

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 1, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 28, 2000
First registration: May 1, 2008
Dual registered: no
IAPD individual key: 4181233

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Apr 14, 2022	n/a	yes	PLANO, TX\|TAMPA, FL	Current employment
FINANCIAL MANAGEMENT CONCEPTS	Former SEC adviser	Aug 30, 2017	Mar 3, 2022	no	WINTER SPRINGS, FL	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Feb 15, 2012	Aug 3, 2012	no	ORLANDO, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 1, 2008	Aug 19, 2016	no	Orlando, FL\|Orlando, FL\|MAITLAND, FL\|ORLANDO, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL MANAGEMENT CONCEPTS	FISHER INVESTMENTS	Mar 3, 2022	Apr 14, 2022	42	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Aug 19, 2016	Feb 15, 2012	-1,647	Channel change	Other
SCHWAB WEALTH ADVISORY, INC.	FINANCIAL MANAGEMENT CONCEPTS	Aug 3, 2012	Aug 30, 2017	1,853	Firm change after gap	Other

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Apr 14, 2022 to presentfactForm ADV
→ FINANCIAL MANAGEMENT CONCEPTSRegistered adviserregistration: previous registration
Aug 30, 2017 to Mar 3, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 1, 2008 to Aug 19, 2016factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Feb 15, 2012 to Aug 3, 2012factForm ADV

Dated events

Occurred
Mar 3, 2022
Advisor changed firm
Jeffrey Michael Bilinski left Financial Management Concepts for Fisher Investments (registered 2022-04-14)
Form ADVobserved 6 days ago