Zachary Maxwell Aronow

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

• 03/2019 → 02/2024
  J.P. Morgan Securities Llc
  Plano, TX
• 09/2018 → 02/2019
  Unemployed
  Lake Dallas, TX
• 06/2018 → 08/2018
  Edward Jones
  Farmers Branch, TX
• 12/2014 → 05/2018
  Unemployed
  Lake Dallas, 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
  2019-06-07

Other Names

• Zachary Maxwell Aronow
• Zachary M Aronow
• Zachary Aronow
• Zach Aronow