Brittany Jacobson, Cfp®
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Brittany Jacobson, Cfp® Email & Phone Number

Financial Planning Group Manager at Fisher Investments
Location: Portland, Oregon, United States 14 work roles 2 schools
1 work email found @fisherinvestments.com 1 phone found area 503 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@fisherinvestments.com
Direct phone (503) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fisher Investments
Role
Financial Planning Group Manager
Location
Portland, Oregon, United States
Company size
5129 employees

Who is Brittany Jacobson, Cfp®? Overview

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Quick answer

Brittany Jacobson, Cfp® is listed as Financial Planning Group Manager at Fisher Investments, a company with 5129 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 503, and a matched LinkedIn profile for Brittany Jacobson, Cfp®.

Brittany Jacobson, Cfp® previously worked as Financial Planning Counselor at Fisher Investments and Investment Counselor at Fisher Investments. Brittany Jacobson, Cfp® holds Bachelor'S Of Science In Business Administration - Accounting And Finance from Portland State University - School Of Business.

Company email context

Email format at Fisher Investments

This section adds company-level context without repeating Brittany Jacobson, Cfp®'s masked contact details.

*@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Brittany Jacobson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Brittany Jacobson, Cfp®

Brittany Jacobson, Cfp® is a Financial Planning Group Manager at Fisher Investments. She possess expertise in leadership, customer service, training, restaurants, hiring and 35 more skills.

Listed skills include Leadership, Customer Service, Training, Restaurants, and 36 others.

Current workplace

Brittany Jacobson, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fisher Investments
Fisher Investments
Financial Planning Group Manager
Portland, OR, US
Website
fisherinvestments.com
Employees
5129
AeroLeads page
Company profile
View company profile Email format
14 roles

Brittany Jacobson, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planning Counselor

Current
Fisher Investments

Camas, Washington, United States

Mar 2023 - Present

Investment Counselor

Fisher Investments

Camas, Washington, United States

Sep 2020 - Jun 2023

Staff Tax Accountant

Lewis & Harrison Cpa Group

Portland, Oregon Area

Feb 2018 - Apr 2018

Executive Assistant To Founders

Kimsa Total Wealth

Portland, Oregon Area

May 2017 - Aug 2017
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 5129 employees →

JH James Hatfield James Hatfield Colleague at Fisher Investments Greater Boston, United States View → SC Sree Charan Sree Charan Colleague at Fisher Investments United States, United States View → ST Salvatore Timperio, Aif® Salvatore Timperio, Aif® Colleague at Fisher Investments Tampa, Florida, United States, United States View → EG Eric Goesch Eric Goesch Colleague at Fisher Investments Camas, Washington, United States, United States View → SL Sarah L. Paige Sarah L. Paige Colleague at Fisher Investments Littleton, Colorado, United States, United States View → SK Sanjay Kumar Sanjay Kumar Colleague at Fisher Investments Denver, Colorado, United States, United States View → KE Kyle Eschenfelder Kyle Eschenfelder Colleague at Fisher Investments Tampa, Florida, United States, United States View → CD Charles Dornbush, Cfa Charles Dornbush, Cfa Colleague at Fisher Investments Camas, Washington, United States, United States View → SW Scott Woodruff Scott Woodruff Colleague at Fisher Investments Dallas, Texas, United States, United States View → LS Levi Sikkema Levi Sikkema Colleague at Fisher Investments Austin, Texas, United States, United States View →
2 education records

Brittany Jacobson, Cfp® education

FAQ

Frequently asked questions about Brittany Jacobson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brittany Jacobson, Cfp® work for?

Brittany Jacobson, Cfp® works for Fisher Investments.

What is Brittany Jacobson, Cfp®'s role at Fisher Investments?

Brittany Jacobson, Cfp® is listed as Financial Planning Group Manager at Fisher Investments.

What is Brittany Jacobson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Brittany Jacobson, Cfp® at Fisher Investments.

What is Brittany Jacobson, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 503 for Brittany Jacobson, Cfp® at Fisher Investments.

Where is Brittany Jacobson, Cfp® based?

Brittany Jacobson, Cfp® is based in Portland, Oregon, United States while working with Fisher Investments.

What companies has Brittany Jacobson, Cfp® worked for?

Brittany Jacobson, Cfp® has worked for Fisher Investments, Financial Investment Team, Lewis & Harrison Cpa Group, Kimsa Total Wealth, and Talbot, Korvola & Warwick, Llp.

Who are Brittany Jacobson, Cfp®'s colleagues at Fisher Investments?

Brittany Jacobson, Cfp®'s colleagues at Fisher Investments include James Hatfield, Sree Charan, Salvatore Timperio, Aif®, Eric Goesch, and Sarah L. Paige.

How can I contact Brittany Jacobson, Cfp®?

You can use AeroLeads to view verified contact signals for Brittany Jacobson, Cfp® at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Brittany Jacobson, Cfp® attend?

Brittany Jacobson, Cfp® holds Bachelor'S Of Science In Business Administration - Accounting And Finance from Portland State University - School Of Business.

What skills is Brittany Jacobson, Cfp® known for?

Brittany Jacobson, Cfp® is listed with skills including Leadership, Customer Service, Training, Restaurants, Hiring, Microsoft Excel, Operations Management, and Leadership Development.

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