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Joseph Kendrick Reynolds

Fisher Investments

Plano, TX

Camas, WA

CRD 5503108

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-21
OR RA APPROVED 2023-04-15
WA RA APPROVED 2017-05-03
  • TX RA
    APPROVED_RES
    Since 2023-07-21
  • OR RA
    APPROVED
    Since 2023-04-15
  • WA RA
    APPROVED
    Since 2017-05-03

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
OrganizationCityStateFromTo
Scott & Stringfellow, Inc. Wilmington NC 03/2008 04/2017
Bb&T Securities, Llc Wilmington NC 01/2013 04/2017
Fisher Investments Camas WA 04/2017 Present
  • 03/2008 → 04/2017
    Scott & Stringfellow, Inc.
    Wilmington, NC
  • 01/2013 → 04/2017
    Bb&T Securities, Llc
    Wilmington, NC
  • 04/2017 → Present
    Fisher Investments
    Camas, WA
Previous Registrations
  • 2013-01-02 → 2017-03-23
    Bb&T Securities, Llc
    Wilmington, NC
  • 2008-09-18 → 2013-01-02
    Scott & Stringfellow, Llc
    Wilmington, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-30
  • S66 Uniform Combined State Law Examination
    2008-07-30
Other Names
  • Joseph Reynolds
  • Jake Reynolds

View on SEC IAPD

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