Jorge Eduardo Dall Anesse Vargas

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

• 11/2025 → Present
  Fisher Investments
  Woodside, CA
• 12/2024 → 10/2025
  Acuity Knowledge Partners
  Cariari
• 01/2024 → 12/2024
  Tegus
  San Rafael
• 04/2021 → 01/2024
  Bufete Ortiz Gutierrez
  Zapote
• 04/2021 → 01/2024
  Dall Anese Advisory
  Alajuela
• 04/2023 → 05/2025
  Tecnologico De Costa Rica
  Cartago
• 03/2015 → 08/2024
  Universidad De Costa Rica
  San Pedro

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-11