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Joshua Jiansen Tam

Fisher Investments

San Mateo, CA

Plano, TX

CRD 7296910

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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_RES 2023-08-15
CA RA APPROVED 2020-10-26
  • TX RA
    APPROVED_RES
    Since 2023-08-15
  • CA RA
    APPROVED
    Since 2020-10-26

Branch Locations

1450 Fashion Island Boulevard, San Mateo, CA 94404 • 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 San Mateo CA 09/2020 Present
Fisher Investments San Mateo CA 06/2018 09/2020
Grove City College Grove City PA 06/2014 05/2018
Sonicwall Inc. Santa Clara CA 05/2017 08/2017
Grove City College Grove City PA 01/2017 05/2017
  • 09/2020 → Present
    Fisher Investments
    San Mateo, CA
  • 06/2018 → 09/2020
    Fisher Investments
    San Mateo, CA
  • 06/2014 → 05/2018
    Grove City College
    Grove City, PA
  • 05/2017 → 08/2017
    Sonicwall Inc.
    Santa Clara, CA
  • 01/2017 → 05/2017
    Grove City College
    Grove City, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-26
  • S65 Uniform Investment Adviser Law Examination
    2020-10-26

View on SEC IAPD

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NEWFRONT RETIREMENT SERVICES, INC.
ESO MANAGEMENT SERVICES LLC
FARMERS ASSET MANAGEMENT, LLC

Nearby Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY

Nearby Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA

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