Justin Wade

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

• 08/2019 → 12/2021
  J.P. Morgan Securities Llc
  Plano, TX
• 09/2018 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mckinney, TX
• 08/2015 → 05/2019
  Austin College
  Sherman, TX
• 05/2017 → 08/2017
  Hunt Regional Hospital
  Greenville, TX
• 05/2018 → 08/2018
  Hunt Regional Hospital
  Greenville, TX
• 06/2019 → 07/2019
  Unemployed
  Greenville, TX
• 12/2021 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-25
• S63 Uniform Securities Agent State Law Examination
  2019-12-22

Other Names

• Justin Wade
• Justin Paul Wade