Inactive

Joshua A Yoder

Fisher Investments

CRD 5325121

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-12-19
TX	RA	APPROVED	2025-11-11

OH RA
APPROVED

Since 2025-12-19
TX RA
APPROVED

Since 2025-11-11

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Galena, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
J.P. Morgan Institutional Investments Inc.	Westerville	OH	01/2011	10/2025
Jpmorgan Investment Management Inc.	Westerville	OH	01/2011	10/2025
Fisher Investments	Plano	TX	11/2025	Present

01/2011 → 10/2025

J.P. Morgan Institutional Investments Inc.

Westerville, OH
01/2011 → 10/2025

Jpmorgan Investment Management Inc.

Westerville, OH
11/2025 → Present

Fisher Investments

Plano, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-06
S63	Uniform Securities Agent State Law Examination	2009-06-12

S65 Uniform Investment Adviser Law Examination

2025-11-06
S63 Uniform Securities Agent State Law Examination

2009-06-12

Other Names

Josh A Yoder
Joshua A Yoder

View on SEC IAPD

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