George Edward Bumpus

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

• 05/2026 → Present
  Fisher Investments
  Camas, WA
• 01/2017 → 04/2019
  Smarch Archiving And Compliance
  Portland, OR
• 04/2019 → 06/2020
  Smarsh Archiving And Compliance
  Portland, OR
• 06/2020 → 06/2023
  Wellsource, Inc.
  Tigard, OR
• 06/2023 → 01/2025
  Smartsheet
  Bellevue, WA
• 02/2025 → 01/2026
  Anaplan, Inc.
  Miami, FL
• 01/2026 → 05/2026
  Unemployed
  Portland, OR
• 11/2015 → 12/2016
  Td Ameritrade
  Portland, OR

Previous Registrations

• 2015-12-02 → 2016-12-12
  Td Ameritrade, Inc.
  Portland, OR
• 2015-12-28 → 2016-12-12
  Td Ameritrade Investment Management, Llc
  Portland, OR
• 2011-11-09 → 2015-11-12
  Fisher Investments
  Camas, WA
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-16
• S63 Uniform Securities Agent State Law Examination
  2015-12-23

Other Names

• George Edward Bumpus
• George Edward Bumpus