In 2013, Jason McGary joined the Private Client Group at Fisher Investments to serve families and individuals of significant wealth throughout the Great Northwest. As a Regional Vice President, Jason regularly meets with clients and interested parties to discuss Fisher’s strategies and advice for today’s volatile investment environment. Jason began his career as an Investment Adviser Representative in 2006, providing financial planning for individual clients, families, trusts, retirement plans and small businesses. This has given him the experience to help investors understand the many options available and discern which may be best for them, according to their personal goals and objectives. Jason will provide a thorough analysis and review of your holdings to determine whether Fisher Investments is the right fit for your portfolio needs. Born and raised in Seattle, Jason earned his degree and played basketball at Linfield College in Oregon. Later, while playing professional basketball overseas in Germany, he married his wife and they now have a boy and a girl and live in Kirkland, Washington.
A timely research report from the Investment Policy Committee with current views on where the stock market is headed.
This guide addresses some key questions many face when planning for retirement.
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.