Andrew Paul Bean

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

• 08/2024 → 01/2026
  J.P. Morgan Securities Llc
  Sylvania, OH
• 03/2022 → 01/2026
  Jpmorgan Chase Bank, N.A.
  Sylvania, OH
• 02/2021 → 03/2022
  Directions Credit Union
  Toledo, OH
• 09/2020 → 03/2021
  G4S
  Toledo, OH
• 03/2019 → 07/2020
  Pepsi Beverages Company
  Toledo, OH
• 03/2017 → 03/2019
  Lowes
  Toledo, OH
• 08/2014 → 03/2017
  Unemployed
  Sylvania, OH
• 07/2020 → 09/2020
  Lowes
  Toledo, OH
• 02/2026 → 04/2026
  Key Investment Services, Llc
  Brooklyn, OH
• 02/2026 → 04/2026
  Keybank
  Bowling Green, OH
• 05/2026 → Present
  Fisher Investments
  Camas, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09
• S63 Uniform Securities Agent State Law Examination
  2024-10-31

Other Names

• Andrew Bean