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Jarrod D

Series 65, Series 66

Sarasota, FL

Fisher Investments

Jarrod Dehn is a financial advisor at Fisher Investments in Sarasota, FL, holding Series 65 and Series 66 licenses with three years of industry experience. He worked at Edward Jones for one year before joining Fisher Investments, where he has been since 2016. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach led by an Investment Policy Committee, offering discretionary portfolio management with a focus on global diversification, tax-aware strategies, and risk management.

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