Joshua Danial Davis

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

• 10/2019 → 08/2020
  Edward Jones
  St Louis, MO
• 01/2018 → 10/2019
  American National Insurance
  Memphis, TN
• 08/2015 → 09/2016
  New York Life Insurance
  Hattiesburg, MS
• 09/2016 → 08/2017
  University Of Southern Mississippi
  Hattiesburg, MS
• 09/2017 → 12/2017
  Unemployed
  Hattiesburg, MS
• 10/2020 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2020-01-24 → 2020-08-13
  Edward Jones
  Nashville, TN
  Memphis, TN
  St Louis, MO
  Nashville, TN

Other Businesses

the name of the other business; Jackson Dalton and Davis whether the business is investment-related; No the address of the other business; St. Petersburg, FL the nature of the other business; Vending Machines your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 10/15/22 the approximate number of hours/month you devote to the other business; 6-10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; operating/refilling vending machines

Exams

• S66 Uniform Combined State Law Examination
  2020-01-23

Other Names

• Joshua Danial Davis
• Joshua D Davis
• Joshua Davis