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Roy Jay Mason

Fisher Investments

Camas, WA

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-10-18
TX RA APPROVED 2024-10-18
WA RA APPROVED 2024-10-18
  • OR RA
    APPROVED
    Since 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18
  • WA RA
    APPROVED
    Since 2024-10-18

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 04/2021 07/2022
Univeristy Of Virginia Charlottesville VA 08/2017 05/2021
Societe Generale New York City NY 06/2020 08/2020
Cetera Investors Renton WA 06/2019 08/2019
Concordis Llc Seattle WA 06/2018 08/2018
Unemployed Seattle WA 05/2017 08/2017
Roosevelt Highschool Seattle WA 08/2013 05/2017
Office Depot Seattle WA 11/2015 12/2016
Community Fitness 2 Inc. Seattle WA 12/2018 07/2019
Fidelity Investments Portland OR 09/2022 09/2024
Fisher Investments Camas WA 10/2024 Present
  • 04/2021 → 07/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 08/2017 → 05/2021
    Univeristy Of Virginia
    Charlottesville, VA
  • 06/2020 → 08/2020
    Societe Generale
    New York City, NY
  • 06/2019 → 08/2019
    Cetera Investors
    Renton, WA
  • 06/2018 → 08/2018
    Concordis Llc
    Seattle, WA
  • 05/2017 → 08/2017
    Unemployed
    Seattle, WA
  • 08/2013 → 05/2017
    Roosevelt Highschool
    Seattle, WA
  • 11/2015 → 12/2016
    Office Depot
    Seattle, WA
  • 12/2018 → 07/2019
    Community Fitness 2 Inc.
    Seattle, WA
  • 09/2022 → 09/2024
    Fidelity Investments
    Portland, OR
  • 10/2024 → Present
    Camas, WA
Previous Registrations
  • 2023-11-29 → 2024-09-05
    Fidelity Personal And Workplace Advisors
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-19
S63 Uniform Securities Agent State Law Examination 2022-03-22
  • S66 Uniform Combined State Law Examination
    2023-11-19
  • S63 Uniform Securities Agent State Law Examination
    2022-03-22
Other Names
  • Roy Jay Mason
  • Roy J Mason

View on SEC IAPD

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