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John Isaac Williams

Fisher Investments

Plano, TX

CRD 7980540

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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:

Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
OrganizationCityStateFromTo
Fisher Investments Plano TX 07/2022 Present
Baylor University Waco TX 08/2018 05/2022
Canterbury School Fort Wayne IN 01/2010 05/2018
Orgel Wealth Management Altoona WI 05/2021 08/2021
Lake City Bank Warsaw IN 05/2020 08/2020
  • 07/2022 → Present
    Fisher Investments
    Plano, TX
  • 08/2018 → 05/2022
    Baylor University
    Waco, TX
  • 01/2010 → 05/2018
    Canterbury School
    Fort Wayne, IN
  • 05/2021 → 08/2021
    Orgel Wealth Management
    Altoona, WI
  • 05/2020 → 08/2020
    Lake City Bank
    Warsaw, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-15
  • S65 Uniform Investment Adviser Law Examination
    2024-10-15
Other Names
  • Isaac Williams

View on SEC IAPD

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