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Jeffrey F

Series 65

Clarks Summit, PA

Fisher Investments

Jeffrey Flynn is a Series 65-licensed financial advisor at Fisher Investments with 12 years of industry experience. He has worked at Fisher Investments since 2013 with a one-year tenure at Fallline Securities in between. Outside the financial industry, he is a passive investor in a property business with family involvement. Fisher Investments serves a global client base, including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment process that incorporates both quantitative and qualitative research.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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