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John William Ostman

Fisher Investments

Heredia

Plano, TX

CRD 7981391

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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
CA RA APPROVED 2024-10-16
  • CA RA
    APPROVED
    Since 2024-10-16

Branch Locations

Zona Franca América, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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 San Mateo CA 08/2024 Present
Ocs Costa Rica Santa Ana 09/2019 08/2024
Fpt Software San Jose 06/2003 12/2023
Intel Corporation Heredia 01/2000 05/2023
Cargill Heredia 10/2017 04/2019
3M Heredia 05/2019 12/2019
Berkeley Academy For Multicultural Studies Santa Ana 01/2017 09/2017
Aspen Pharmaceuticals Santa Ana 03/2016 01/2017
  • 08/2024 → Present
    Fisher Investments
    San Mateo, CA
  • 09/2019 → 08/2024
    Ocs Costa Rica
    Santa Ana
  • 06/2003 → 12/2023
    Fpt Software
    San Jose
  • 01/2000 → 05/2023
    Intel Corporation
    Heredia
  • 10/2017 → 04/2019
    Cargill
    Heredia
  • 05/2019 → 12/2019
    3M
    Heredia
  • 01/2017 → 09/2017
    Berkeley Academy For Multicultural Studies
    Santa Ana
  • 03/2016 → 01/2017
    Aspen Pharmaceuticals
    Santa Ana
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-15
  • S65 Uniform Investment Adviser Law Examination
    2024-10-15

View on SEC IAPD

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