Inactive

Jonathan Obinna Nwachukwu

Fisher Investments

CRD 7385934

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-05-28

TX RA
APPROVED

Since 2021-05-28

Branch Locations

6500 International Parkway Ste 2050, Plano, TX 75093 • 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

Organization	City	State	From	To
Fisher Investments	Plano	TX	05/2021	Present
Partsfleet	Knoxville	TN	01/2019	05/2021
Bite Squad	Knoxville	TN	12/2018	08/2019
Puritan Financial Group	Knoxville	TN	06/2017	08/2018
Rich'S Foods	Morristown	TN	07/2016	06/2017
Unemployed	Knoxville	TN	09/2018	11/2018

05/2021 → Present

Fisher Investments

Plano, TX
01/2019 → 05/2021

Partsfleet

Knoxville, TN
12/2018 → 08/2019

Bite Squad

Knoxville, TN
06/2017 → 08/2018

Puritan Financial Group

Knoxville, TN
07/2016 → 06/2017

Rich'S Foods

Morristown, TN
09/2018 → 11/2018

Unemployed

Knoxville, TN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-13

S65 Uniform Investment Adviser Law Examination

2019-11-13

View on SEC IAPD

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