Joshua Lee Gillin

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 → 03/2022
  Fidelity Brokerage Services Llc
  Westlake, TX
• 08/2017 → 02/2019
  Paradigm Church
  Norman, OK
• 11/2017 → 05/2018
  Oklahoma City Public Schools
  Oklahoma City, OK
• 08/2017 → 03/2019
  Uber Technologies Inc
  Norman, OK
• 07/2009 → Present
  Oklahoma Army National Guard
  Ada, OK
• 06/2015 → 08/2017
  Barnes And Noble
  Norman, OK
• 04/2022 → Present
  Fisher Investments
  Plano, TX

Other Businesses

the name of the other business; Oklahoma Army National Guard whether the business is investment-related; No the address of the other business; 2900 N Broadway Ave, Ada OK 74820 the nature of the other business; Military your position; Company Commander the start date of your relationship;3/10/2009 the approximate number of hours/month you devote to the other business; 21-40 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;Responsible for morale, welfare, readiness, training, and safety of 66 Soldiers and their families. Responsible for accountability and maintenance of roughly $2 million worth of military equipment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-01
• S63 Uniform Securities Agent State Law Examination
  2019-06-24

Other Names

• Joshua Lee Gillin
• Joshua Gillin