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Juan Manuel Monge Fernandez

Fisher Investments

Heredia

Plano, TX

CRD 8224818

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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 2026-04-21
  • CA RA
    APPROVED
    Since 2026-04-21

Branch Locations

Zona Franca America, Edifício E21, Sexto Piso San Francisco, 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 02/2026 Present
Ya Lo Tengo Cr Srl Alajuela 10/2024 12/2025
L.L.BEan Costa Rica Escazu 01/2023 10/2024
L.L.BEan Costa Rica Escazu 01/2021 01/2023
Equifax Shared Services Heredia 04/2019 12/2020
Equifax Shared Services Heredia 07/2017 04/2019
Rock County Christian School Beloit WI 12/2016 06/2017
Colegio Cristiano Bilingue La Palabra De Vida Alajuela 02/2011 11/2016
  • 02/2026 → Present
    Fisher Investments
    Woodside, CA
  • 10/2024 → 12/2025
    Ya Lo Tengo Cr Srl
    Alajuela
  • 01/2023 → 10/2024
    L.L.BEan Costa Rica
    Escazu
  • 01/2021 → 01/2023
    L.L.BEan Costa Rica
    Escazu
  • 04/2019 → 12/2020
    Equifax Shared Services
    Heredia
  • 07/2017 → 04/2019
    Equifax Shared Services
    Heredia
  • 12/2016 → 06/2017
    Rock County Christian School
    Beloit, WI
  • 02/2011 → 11/2016
    Colegio Cristiano Bilingue La Palabra De Vida
    Alajuela
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21
Other Names
  • Juan Manuel Monge Fernandez

View on SEC IAPD

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