Donesia Mitchell

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

• 02/2021 → 04/2024
  Jpmorgan Securities Llc
  New York, NY
• 09/2016 → 12/2020
  Texas A&M University - Commerce
  Commerce, TX
• 10/2015 → 08/2018
  Matt'S Rancho Martinez
  Garland, TX
• 08/2016 → 12/2020
  Texas A&M University
  Commerce, TX
• 06/2019 → 08/2019
  Moss Adams Llp
  Los Angeles, CA
• 07/2017 → 10/2017
  Estella'S In Garland
  Garland, TX
• 01/2021 → 01/2021
  Unemployed
  Garland, TX
• 05/2024 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-12
• S63 Uniform Securities Agent State Law Examination
  2021-04-30

Other Names

• Donesia V. Williams
• Donesia Williams
• Donesia Vershunti Williams
• Donesia Mitchell