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Humberto Jose Mata Villalobos

Fisher Investments

San Francisco

Plano, TX

CRD 8162728

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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 2025-11-04
  • CA RA
    APPROVED
    Since 2025-11-04

Branch Locations

Zona Franca America, Edifício E21, Sexto Piso, San Francisco 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
Conduo Consultoria Cr S.R.L San Jose 04/2014 02/2024
Unemployed Grecia 02/2024 09/2025
Fisher Investments San Jose 09/2025 Present
  • 04/2014 → 02/2024
    Conduo Consultoria Cr S.R.L
    San Jose
  • 02/2024 → 09/2025
    Unemployed
    Grecia
  • 09/2025 → Present
    Fisher Investments
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-04
  • S65 Uniform Investment Adviser Law Examination
    2025-11-04
Other Names
  • Jose Mata
  • Joe Mata

View on SEC IAPD

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