Julian Maxwell Applegate Brown

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

• 12/2019 → 06/2020
  Unemployed
  Portland, OR
• 06/2020 → Present
  Fisher Investments
  Camas, WA
• 04/2019 → 10/2019
  Trugreen
  Lake Oswego, OR
• 09/2018 → 02/2019
  Oregon State Foundation
  Portland, OR
• 07/2018 → 12/2019
  Robert Half
  Portland, OR
• 09/2017 → 06/2018
  Unemployed
  Porltand, OR
• 07/2017 → 09/2017
  Oba Restaurante
  Portland, OR
• 06/2015 → 09/2017
  Paragon Kitchen
  Portland, OR
• 09/2015 → 06/2020
  Oregon State University
  Corvallis, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-22

Other Names

• Julian M Brown