Justin Leon Potts

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

• 05/2020 → Present
  Fisher Investments
  Camas, WA
• 04/2019 → 05/2020
  Fisher Investments
  Camas, WA
• 08/2017 → 04/2019
  Fisher Investments
  Camas, WA
• 07/2014 → 08/2017
  Fuel
  Camas, WA

Other Businesses

| Name of the other business: KITTIAS INTERACTIVE MANAGEMENT | Investment-related? NO | Address of the other business: 119 W 5TH AVENUE, SUITE 204, VANCOUVER, WA | Nature of the other business: NON PROFIT - SUPPORTIVE LIVING SERVICES | Position, title, or relationship with the other business: IT MANAGER | Start date of your relationship: 11/01/17 | Approximate number of hours/month you devote to the other business: 15 | Number of hours you devote to the other business during securities trading hours: 0 | Duties relating to the other business: RESPONSIBLE FOR MAINTAINING THE WEBSITE AND CREATING MARKETING MATERIALS FOR COMPANY AS WELL AS TROUBLESHOOTING TECHNICAL ISSUES

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-05