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Jeffrey Donald Ryan Mcgrew

Fisher Investments

Arlington, VA

Plano, TX

CRD 5982112

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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
VA RA APPROVED 2025-04-14
DC RA APPROVED 2025-04-08
IN RA APPROVED 2023-12-01
TX RA APPROVED 2022-02-07
IL RA APPROVED 2020-11-05
  • VA RA
    APPROVED
    Since 2025-04-14
  • DC RA
    APPROVED
    Since 2025-04-08
  • IN RA
    APPROVED
    Since 2023-12-01
  • TX RA
    APPROVED
    Since 2022-02-07
  • IL RA
    APPROVED
    Since 2020-11-05

Branch Locations

Arlington, VA • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Fisher Investments Camas WA 02/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-28
  • S66 Uniform Combined State Law Examination
    2011-10-28
Other Names
  • Jeff Donald Ryan Mcgrew
  • Jeffrey Donald Mcgrew
  • Jeffrey Donald Ryan Mcgrew

View on SEC IAPD

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