James Christopher Cowan

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

• 06/2021 → Present
  Fisher Investments
  Tampa, FL
• 09/2019 → 09/2020
  Rollins Moving Services
  Winter Park, Fl, FL
• 05/2020 → 08/2020
  Contour Landscape Construction
  Vineyard Haven, MA
• 09/2012 → 09/2018
  Pocket Power Lacrosse
  Lutz, Fl, FL
• 09/2016 → 05/2021
  Rollins College
  Winter Park, FL

Other Businesses

the name of the other business; JIGGI MUSIC whether the business is investment-related; NO the address of the other business; 4610 AVENUE LONGCHAMPS LUTZ FL 33558 the nature of the other business; MUSIC PRODUCTION & LIVE DJING your position; DJ/PRODUCER title, or relationship with the other business;DJ/PRODUCER the start date of your relationship; 11/01/18 the approximate number of hours/month you devote to the other business; 11 - 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; PROVIDES LIVE ENTERTAINMENT AS A DJ AND PLAYS AT LIVE EVENTS ANYWHERE FROM 1 TO 4 TIMES A MONTH. ALSO PRODUCES MUSIC. the name of the other business; Craft Athletics whether the business is investment-related; NO the address of the other business; 4610 AVENUE LONGCHAMPS LUTZ FL 33558 the nature of the other business; Field Lacrosse Athletic Training Services & Goods. your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 04/10/23 the approximate number of hours/month you devote to the other business; 11 - 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; offer lacrosse training services, weight room plans, and recruiting advice for youth and high school athletes preparing to play college lacrosse; offer lacrosse related goods in an online storefront.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-25

Other Names

• James Cowan