Inactive

Jason Stone

Fisher Investments

CRD 8009254

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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

Authority	Category	Status	Date
WA	RA	APPROVED	2024-12-11
TX	RA	APPROVED	2024-12-10

WA RA
APPROVED

Since 2024-12-11
TX RA
APPROVED

Since 2024-12-10

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

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

Organization	City	State	From	To
Fisher Investments	Camas	WA	11/2024	Present
Sigma Design	Camas	WA	12/2023	11/2024
Pri Global	Ellisville	MO	07/2020	12/2023
Precision Aircraft Solutions	Beaverton	OR	07/2020	07/2022
Enterprise Rent-A-Car	Tualatin	OR	02/2018	07/2020
University Of Oregon	Eugene	OR	07/2016	01/2018

11/2024 → Present

Fisher Investments

Camas, WA
12/2023 → 11/2024

Sigma Design

Camas, WA
07/2020 → 12/2023

Pri Global

Ellisville, MO
07/2020 → 07/2022

Precision Aircraft Solutions

Beaverton, OR
02/2018 → 07/2020

Enterprise Rent-A-Car

Tualatin, OR
07/2016 → 01/2018

University Of Oregon

Eugene, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-10

S65 Uniform Investment Adviser Law Examination

2024-12-10

View on SEC IAPD

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