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Julian Jimenez Moya

Fisher Investments

Heredia

Plano, TX

CRD 8228716

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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 2026-02-26
TX RA APPROVED 2026-02-26
  • CA RA
    APPROVED
    Since 2026-02-26
  • TX RA
    APPROVED
    Since 2026-02-26

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 San Mateo CA 02/2026 Present
University Of Florida Gainesville FL 01/2021 12/2025
Lincoln School Costa Rica Heredia 08/2018 06/2021
Ecole Internationale De Geneve Geneva 08/2016 07/2018
  • 02/2026 → Present
    Fisher Investments
    San Mateo, CA
  • 01/2021 → 12/2025
    University Of Florida
    Gainesville, FL
  • 08/2018 → 06/2021
    Lincoln School Costa Rica
    Heredia
  • 08/2016 → 07/2018
    Ecole Internationale De Geneve
    Geneva
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-15
  • S65 Uniform Investment Adviser Law Examination
    2026-01-15

View on SEC IAPD

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