Joseph Beach Daniels

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

• 11/2018 → 11/2022
  Pruco Securities, Llc.
  Irvine, CA
• 06/2018 → 11/2018
  Lyft
  Orange, CA
• 08/2017 → 06/2018
  Macys
  Costa Mesa, CA
• 10/2014 → 07/2018
  Valet Descartes
  Chicago, IL
• 04/2019 → 11/2022
  Prudential Insurance Company Of America
  Irvine, CA
• 11/2022 → 12/2024
  Mutual Of America
  San Diego, CA
• 03/2025 → 03/2026
  Secure Income Managments
  Tuscon, AZ
• 04/2026 → Present
  Fisher Investments
  Dallas, TX

Previous Registrations

• 2021-09-01 → 2023-01-04
  Pruco Securities, Llc.
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22
• S63 Uniform Securities Agent State Law Examination
  2019-03-11

Other Names

• Joseph Beach Daniels
• Joseph Daniels