Joshua Edward Good

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

• 12/2015 → Present
  Fisher Investments
  Camas, WA

Other Businesses

Name of the other business: Joshua Tree Creative LLC Investment-related? No Address of the other business: PO Box, 579 North Bonneville, WA 98639 Nature of the other business: Provides consulting services to a quasi government entity in North Bonneville, WA Position, title, or relationship with the other business: Consultant Start date of your relationship: 01/06/20 Approximate number of hours/month you devote to the other business: 11-20 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Advise government officials public development authority board members on the process for dissolving the Public Development Authority in a manner that protects the public trust, creditor interests, and employee opportunity Name: City of North Bonneville City Council Investment-related? No Address: 214 CBD Mall Drive, North Bonneville, WA 98639 Nature of the other business: Municipal Govt Position, title, or relationship: City Councilor Seat 5 Start date of your relationship: 05/01/2022 Approximate number of hours/month you devote to the other business: 6-10 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Provide oversight of city's expenditures, draft, debate, and vote on city ordinances, resolutions, and proclamations. Provide input and oversight of city's annual budget.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-04