Mark Gjonaj

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

• 01/2021 → 06/2021
  Bbva Securities Inc.
  Litchfield Park, AZ
• 10/2020 → 06/2021
  Bbva Usa
  Birmingham, AL
• 10/2020 → 06/2021
  Bbva Insurance Agency, Inc
  Austin, TX
• 02/2020 → 03/2020
  Lyft
  Phoenix, AZ
• 06/2019 → 10/2020
  Wells Faro Clearing Services, Llc
  Phoenix, AZ
• 05/2016 → 10/2020
  Wells Fargo Bank, Na
  Phoenix, AZ
• 09/2021 → 01/2024
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2021 → 01/2024
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 02/2024 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-11
• S63 Uniform Securities Agent State Law Examination
  2019-12-12