Joshua Padon Wittman

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

• 07/2024 → Present
  Fisher Investments
  San Mateo, CA
• 12/2023 → 06/2024
  American International Academy
  Belen
• 06/2020 → 06/2024
  Self-Employed
  San Jose
• 09/2019 → 06/2021
  Country Day School
  San Jose
• 01/2017 → 12/2020
  Ninos Del Sol Eco School
  Playas Del Coco
• 02/2016 → 12/2016
  Dolphins Academy
  Playas Del Coco

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-10

Other Names

• Joshua Padon Wittman
• Joshua Wittman