Terry Myers

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

• 08/2019 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 10/2016 → 01/2017
  Unemployed
  Dallas, TX
• 07/2015 → 10/2016
  Colorado State Global
  Greenwood Village, CO
• 01/2017 → 07/2024
  Bank Of America, N.A.
  Dallas, TX
• 09/2024 → 03/2026
  J.P. Morgan Securities Llc
  Plano, TX
• 07/2024 → 09/2024
  Unemployed
  Dallas, TX
• 04/2026 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-09-24 → 2026-03-18
  J.P. Morgan Securities Llc
  Plano, TX
  Chicago, IL
  Dallas, TX
  Chicago, IL
  Plano, TX
  Westerville, OH
  Plano, TX
• 2020-01-09 → 2024-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-01-03

Other Names

• Terry L. Myers
• Terry Myers
• Terry L Myers