Inactive

Jose Rodolfo Arias Fonseca

Fisher Investments

CRD 8212194

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-11

CA RA
APPROVED

Since 2026-02-11

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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

Organization	City	State	From	To
Fisher Investments	San Mateo	CA	01/2026	Present
Amazon	Calle Blancos		06/2024	12/2025
Helm 360	Perez Zeledon		05/2023	05/2024
University Of The Ozarks	Clarksville	AR	08/2021	04/2023
Education	Perez Zeledon		01/2006	07/2019
University Of The Ozarks	Clarksville	AR	08/2019	07/2023

01/2026 → Present

Fisher Investments

San Mateo, CA
06/2024 → 12/2025

Amazon

Calle Blancos
05/2023 → 05/2024

Helm 360

Perez Zeledon
08/2021 → 04/2023

University Of The Ozarks

Clarksville, AR
01/2006 → 07/2019

Education

Perez Zeledon
08/2019 → 07/2023

University Of The Ozarks

Clarksville, AR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-11

S65 Uniform Investment Adviser Law Examination

2026-02-11

View on SEC IAPD

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