Jason Sgarlata Fisher Investments
Jason Sgarlata
Vice President

Birmingham, AL
Phone: (205) 765-9430
Email: j.sgarlata@fi.com

Jason Sgarlata joined the Fisher Investments Private Client Group in the spring of 2013 to serve the needs of financially successful individuals throughout the Southeast.

As a registered financial professional, Jason helped clients meet their goals at firms such as J.C Bradford & Co., Merrill Lynch and most recently Linsco Private Ledger. Jason is also a CERTIFIED FINANCIAL PLANNER™. His wealth of experience is brought to bear on each conversation, giving prospective clients a fresh, unbiased view of their circumstances and a clear way forward.

The current financial landscape is confusing. Gimmicks and inefficiencies abound. Jason's goal is to provide each prospective client a thorough, fact-based analysis of their current financial situation. Changes will only be recommended to you if those changes are in YOUR best interests.

Jason is a native of Nashville, TN and now lives in Alabama with his wife Maggie and their three children. They attend the Church of the Highlands and are active in the mission field.  Jason is an Eagle Scout, a member of the Kappa Sigma fraternity, a Paul Harris Fellow of Rotary International and a past Board Member of the Juvenile Diabetes Research Foundation.

Contact Form


Free Research & Guides

cover of fisher investments' 2015 q4 stock market outlook

Stock Market Outlook

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

cover image of the 15-minute retirement plan from fisher investments

The 15-Minute Retirement Plan

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

cover image of the eight biggest mistakes investors make by fisher investments

The Eight Biggest Mistakes Investors Make

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