Joseph Donald Fyrqvist

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

• 05/2018 → 08/2018
  Vantage Marketing
  Norristown, PA
• 06/2019 → 11/2023
  Fisher Investments
  Tampa, FL
• 05/2017 → 08/2017
  Alta Pest Control
  San Jose, CA
• 08/2012 → 08/2017
  Market Chef, Llc
  Friday Harbor, WA
• 08/2014 → 05/2019
  Washington State University
  Pullman, WA
• 01/2025 → Present
  Fisher Investments
  Tampa, FL
• 02/2024 → 07/2024
  American Income Life
  Tampa Florida, FL
• 08/2024 → 12/2024
  Unemployed
  Tampa, FL

Previous Registrations

• 2019-11-18 → 2023-11-20
  Fisher Investments
  Plano, TX
  Tampa, FL
  Camas, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-18