Howard Gholston

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

• 01/2025 → Present
  Fisher Investments
  Camas, WA
• 04/2024 → 12/2024
  Kroger Company
  Oregon City, OR
• 10/2021 → 10/2023
  1848 Ventures
  Westfield Center, OH
• 10/2023 → 04/2024
  Unemployed
  Oregon City, OR
• 04/2018 → 10/2021
  Umpqua Bank
  Portland, OR
• 08/2016 → 01/2018
  In-School
  Rancho Cucamonga, CA
• 01/2018 → 04/2018
  Unemployed
  Rancho Cucamonga, CA

Other Businesses

the name of the other business; The Kroger Co. whether the business is investment-related; No the address of the other business; Oregon City, OR the nature of the other business; Grocery Store your position; Clerk title, or relationship with the other business; Employee the start date of your relationship; 04/2024 the approximate number of hours/month you devote to the other business; 24 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Part time Home and Garden Center Clerk

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-18