Jonathan Tyler Brown

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

• 07/2014 → 01/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2020 → Present
  Fisher Investments
  Tampa, TX

Previous Registrations

• 2018-07-13 → 2020-01-29
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-04-10 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-03-22
• S63 Uniform Securities Agent State Law Examination
  2011-06-24

Designations

• Certified Financial Planner