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Jonathan Sharg

Fisher Investments

Austin, TX

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-16
  • TX RA
    APPROVED
    Since 2025-01-16

Branch Locations

Austin, TX • 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 Plano TX 07/2013 10/2021
Fisher Investments Plano TX 01/2025 Present
Broadway Wealth Solutions Austin TX 10/2021 01/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-06
  • S65 Uniform Investment Adviser Law Examination
    2015-01-06
Designations

View on SEC IAPD

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