Edis Beslagic

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

• 10/2010 → 03/2019
  Jpmorgan Chase Bank
  Streamwood, IL
• 10/2012 → 03/2019
  J.P. Morgan Securities Llc
  Streamwood, IL
• 02/2014 → Present
  Semidispatch
  Wheaton, IL
• 02/2020 → Present
  Fisher Investments
  Plano, TX

Other Businesses

Entity Name: SemiDispatch Investment related: No Address: 1176 Wheaton, IL Nature of the other business: Provides semi truck dispatch software which allows trucking companies to keep track of loads, invoices, pay drivers, and keep track of their fleet. Position/Title/Relationship: Officer; General Partner Start Date: 28-Feb-2014 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I do not have any formal responsibilities with this outside business activity. otherwise indicated): 0 Analytica Advisors LLC; No; 332 S Michigan Ave; Consulting; Partner; 10/1/23; 3; 0; It is a company that i am looking to start with friends. It is not at all related to my role here at Fisher and it will not interfere with my duties or work at Fisher.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-08
• S63 Uniform Securities Agent State Law Examination
  2011-08-23