Joshua Anthony Meza

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

• 07/2021 → 09/2023
  Td Ameritrade Inc
  Southlake, TX
• 02/2021 → 06/2021
  Amerisave Mortgage Corporation
  Plano, TX
• 06/2018 → 01/2021
  Costco
  Lubbock, TX
• 02/2017 → 06/2018
  Albarran's Mexican Bar And Grill
  Lubbock, TX
• 10/2016 → 12/2016
  Casa Ole
  Lubbock, TX
• 06/2016 → 01/2017
  Salsalito's Cantina
  San Antonio, TX
• 08/2015 → 12/2020
  Texas Tech University
  Lubbock, TX
• 09/2023 → 02/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2024 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-07
• S63 Uniform Securities Agent State Law Examination
  2021-11-23

Other Names

• Josh Meza