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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
| WA | RA | APPROVED | 2026-05-19 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 05/2025 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 05/2025 | 02/2026 |
| Unemployed | Camas | WA | 08/2024 | 04/2025 |
| City Of Camas | Camas | WA | 06/2021 | 08/2024 |
| Grains Of Wrath | Camas | WA | 07/2023 | 12/2023 |
| Muse Model Management | Portland | OR | 08/2022 | 11/2023 |
| Genesis Power Solutions | Phoenix | AZ | 12/2022 | 04/2023 |
| Grains Of Wrath | Camas | WA | 06/2022 | 12/2022 |
| Unemployed | Camas | WA | 11/2020 | 05/2021 |
| Bed Bath & Beyond | Camas | WA | 08/2020 | 10/2020 |
| Unemployed | Camas | WA | 06/2020 | 07/2020 |
| Caliber Smart | Spokane | WA | 03/2020 | 05/2020 |
| Unemployed | Camas | WA | 11/2019 | 02/2020 |
| Paulson, Dyra & Company | Camas | WA | 04/2019 | 10/2019 |
| Unemployed | Camas | WA | 02/2017 | 03/2019 |
| Washington State Referee Committee | Camas | WA | 01/2016 | 01/2017 |
| Amway | Ada | MI | 11/2025 | 01/2026 |
| Fisher Investments | Camas | WA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-08 |
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