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Zachary David James

Fisher Investments

Camas, WA

Plano, TX

CRD 6529037

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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
TX RA APPROVED 2024-10-10
WA RA APPROVED 2024-10-10
  • TX RA
    APPROVED
    Since 2024-10-10
  • WA RA
    APPROVED
    Since 2024-10-10

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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
The Vanguard Group, Inc. Scottsdale AZ 01/2017 06/2024
Nordstrom Scottsdale AZ 11/2016 01/2017
Mastertech Financial Advisors Scottsdales AZ 06/2015 10/2016
Fisher Investments Camas WA 08/2024 Present
  • 01/2017 → 06/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 11/2016 → 01/2017
    Nordstrom
    Scottsdale, AZ
  • 06/2015 → 10/2016
    Mastertech Financial Advisors
    Scottsdales, AZ
  • 08/2024 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-09
S63 Uniform Securities Agent State Law Examination 2017-03-08
  • S65 Uniform Investment Adviser Law Examination
    2024-10-09
  • S63 Uniform Securities Agent State Law Examination
    2017-03-08
Other Names
  • Zachary David James
  • Zach David James
  • Zachary James

View on SEC IAPD

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