Jacob Andrew Wilhelm
Investment Adviser Representative at Fisher Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Andrew Wilhelm is an investment adviser representative with Fisher Investments in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including KEY Investment Services LLC and W&s Brokerage Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 224
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- W&S BrokerageDec 2022 – Feb 2024Cincinnati, OH
- Western & Southern lifeNov 2022 – Feb 2024Maumee, OH
- Helm Instrument CompanyOct 2022 – Nov 2022Maumee, OH
- HylantApr 2022 – Oct 2022Toledo, OH
- Helm Instrument CompanyMay 2021 – Apr 2022Maumee, OH
- Fed Ex groundJan 2021 – May 2021Perrysburg, OH
- Helm Instrument CompanyJan 2018 – Jan 2021Maumee, OH
- Vito's Pizza and SubsJan 2016 – Jan 2018Perrysburg, OH
- Key Investment Services, LLCMay 2024 – Nov 2025Brooklyn, OH
- KeyBankMay 2024 – Nov 2025Findlay, OH
- Fisher InvestmentsMar 2026 – no end date reportedTampa, FL
- UnemployedNov 2025 – Mar 2026Perrysburg, OH
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fisher Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,824
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Plano, TX
- SEC file number:
- 801-29362
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Fisher Investments
Showing 12 of 2,824 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Andrew Wilhelm has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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