Fisher Investments
Jared Narvitz is an experienced financial services professional currently serving as the Onboarding Coordinator Team Leader and Regional Sales Associate Team Leader at Fisher Investments since May 2021, where responsibilities include coaching a team of 20 and overseeing sales operations for top salespeople managing over $4B in assets. Previous roles encompass Client Service Associate, Bull2Bull Financial Educator at the University of South Florida, Treasurer of the Financial Planning Association student chapter, and President of Delta Sigma Pi, showcasing leadership and organizational skills. Jared also held positions as a Senior Leasing Specialist and Assistant Manager at Vivint Smart Home, demonstrating abilities in customer service and sales training. Educational qualifications include a Bachelor's degree in Financial Planning and Services from the University of South Florida.
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Fisher Investments
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Fisher Investments is an independent, fee-only investment adviser. As of 6/30/2025, Fisher Investments and its subsidiaries manage over $332 billion in assets globally—over $285 billion for private investors and $46 billion for institutional investors. Fisher Investments maintains two principal business groups: Private Client Group and Institutional Group, which serve a global client base of diverse investors.