Jay Carlson

Jay J. Carlson

Jay has been at Fisher Investments since 1999, and has extensive experience in the Financial Services industry. Prior to starting at Fisher Investments, Jay worked in the Trust & Investment department at Citizens Bank. He graduated from DePaul University with a double major in Finance & Marketing. Jay can review your current financial situation, discuss your investment goals and objectives, and help determine how Fisher Investments' approach may benefit you. He can also help you understand how institutional money management compares to other retail options available, empowering you with the information needed to find the best “fit” for your investment needs. Please contact Jay for our latest Stock Market Outlook or other helpful investing guides (more information about these at the right). Simply complete the request form below and indicate the items of interest, and we will promptly email these to you at no cost.

Ask About Our Free Research & Guides

Stock Market Outlook

A timely research report from the Investment Policy Committee with current views on where the stock market is headed.

The 15-Minute Retirement Plan

This guide addresses some key questions many face when planning for retirement.

The Eight Biggest Mistakes Investors Make

Learn about the eight biggest mistakes in the world of investing and how to avoid them.

*No cost and no obligation beyond completing a short request form and brief survey.