Patrick H Douglass

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 11/2017
  Chase Bank
  Dallas, TX
• 10/2012 → 11/2017
  J.P. Morgan Securities Llc
  Dallas, TX
• 09/2015 → 11/2017
  Rover Dramawerks
  Plano, TX
• 12/2017 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2013-08-27 → 2017-11-24
  J.P. Morgan Securities Llc
  Dallas, TX
  Dallas, TX
  Carrollton, TX
  Farmers Branch, TX
  Farmers Branch, TX
  Addison, TX

Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: POCKET SANDWICH THEATRE POSITION: THEATRICAL PERFORMER START DATE: 10/2011 ADDRESS: 5400 E MOCKINGBIRD LANE, UNIT 119, DALLAS TX 75206 DETAILS: PERFORMING AS AN ACTOR IN THEATRICAL PRODUCTIONS FOR THE GENERAL PUBLIC. HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO

Exams

• S66 Uniform Combined State Law Examination
  2013-08-26
• S63 Uniform Securities Agent State Law Examination
  2011-05-17