Orlando Jesus Castro Jara

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

• 03/2026 → Present
  Fisher Investments
  Woodside, CA
• 12/2024 → 02/2026
  Bairesdev
  San Francisco, CA
• 07/2023 → 10/2024
  Varsity Tutors
  Goicoechea
• 01/2022 → 07/2023
  Concentrix
  San Jose
• 12/2019 → 01/2020
  Universal Costa Rica
  Moravia
• 02/2019 → 11/2019
  Colegio Calasanz Hispanocostarricense
  Montes De Oca
• 02/2016 → 01/2019
  Colegio Santa Teresa
  Alajuela
• 01/2020 → 01/2022
  Universidad De Costa Rica
  Montes De Oca
• 10/2024 → 12/2024
  Unemployed
  Goicoechea

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-28