Jonathan Adam Shankman

Current Employers

Fisher Investments

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-05-09

TX RA
APPROVED

Since 2018-05-09

Branch Locations

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

Houston, TX • 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

Organization	City	State	From	To
Fisher Investments	Woodside	CA	10/2010	05/2018
Fisher Investments	Camas	WA	05/2018	Present

10/2010 → 05/2018

Fisher Investments

Woodside, CA
05/2018 → Present

Fisher Investments

Camas, WA

Previous Registrations

2007-01-31 → 2008-04-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Other Businesses

JAS-GD LLC; Not investment-related; 124 West Pine Street, Missoula MT 59802; Automobile purchase; Owner; 4/15/2021; 1-5 hrs per month outside of business hours, 0 during business hrs JAS-P1 LLC; Not investment-related; 117 SW Taylor Ste, Ste 300, Portland, OR 97204; real estate purchase; Owner; 5/13/2021;1-5 hrs per month outside of business hours, 0 during business hrs JAS-P2 LLC; Not investment-related; 117 SW Taylor Ste, Ste 300, Portland, OR 97204; real estate purchase; Owner; 5/13/2021;1-5 hrs per month outside of business hours, 0 during business hrs JAS-P3 LLC; Not investment-related; 117 SW Taylor Ste, Ste 300, Portland, OR 97204; real estate purchase; Owner; 5/13/2021;1-5 hrs per month outside of business hours, 0 during business hrs

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-01-10
S63	Uniform Securities Agent State Law Examination	2006-02-24

S65 Uniform Investment Adviser Law Examination

2011-01-10
S63 Uniform Securities Agent State Law Examination

2006-02-24

View on SEC IAPD