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Juan Pablo Alfaro Samayoa

Fisher Investments

Heredia

Plano, TX

CRD 8161516

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-16
  • CA RA
    APPROVED
    Since 2025-10-16

Branch Locations

Zona Franca America, Edificio E21, Sexto Piso, Heredia 40103 • Costa Rica

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
OrganizationCityStateFromTo
Fisher Investments Woodside CA 09/2025 Present
Almures Madrid 01/2024 08/2025
Samayoa Construction San Jose 03/2025 09/2025
Fundacion Real Madrid Madrid 07/2024 12/2024
Hpe San Jose 10/2020 10/2023
Samayoa Construction San Jose 10/2019 10/2020
Sykes San Jose 07/2018 06/2019
Century 21 San Jose 05/2017 01/2018
Ganadera El Muelle Alajuela 11/2015 11/2016
Unemployed San Jose 11/2016 05/2017
Unemployed San Jose 01/2018 07/2018
Unemployed San Jose 06/2019 10/2019
Unemployed Madrid 10/2023 01/2024
  • 09/2025 → Present
    Woodside, CA
  • 01/2024 → 08/2025
    Almures
    Madrid
  • 03/2025 → 09/2025
    Samayoa Construction
    San Jose
  • 07/2024 → 12/2024
    Fundacion Real Madrid
    Madrid
  • 10/2020 → 10/2023
    Hpe
    San Jose
  • 10/2019 → 10/2020
    Samayoa Construction
    San Jose
  • 07/2018 → 06/2019
    Sykes
    San Jose
  • 05/2017 → 01/2018
    Century 21
    San Jose
  • 11/2015 → 11/2016
    Ganadera El Muelle
    Alajuela
  • 11/2016 → 05/2017
    Unemployed
    San Jose
  • 01/2018 → 07/2018
    Unemployed
    San Jose
  • 06/2019 → 10/2019
    Unemployed
    San Jose
  • 10/2023 → 01/2024
    Unemployed
    Madrid
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16

View on SEC IAPD

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