Inactive

Jorge Alberto Valverde Melendez

Fisher Investments

CRD 8012985

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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
CA	RA	APPROVED	2025-02-07

CA RA
APPROVED

Since 2025-02-07

Branch Locations

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

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

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	San Mateo	CA	11/2024	Present
Infosys Bpm	San Jose		12/2017	03/2021
Bat - British American Tobacco	San Jose		04/2021	05/2023
Procter And Gamble	San Jose		06/2023	08/2024
Unemployed	San Jose		01/2014	11/2017

11/2024 → Present

Fisher Investments

San Mateo, CA
12/2017 → 03/2021

Infosys Bpm

San Jose
04/2021 → 05/2023

Bat - British American Tobacco

San Jose
06/2023 → 08/2024

Procter And Gamble

San Jose
01/2014 → 11/2017

Unemployed

San Jose

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-06

S65 Uniform Investment Adviser Law Examination

2025-02-06

Other Names

Jorge Valverde

View on SEC IAPD

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