Jonathon Rroshi

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
  Tampa, FL
• 02/2024 → 02/2026
  Fisher Investments
  Tampa, FL
• 05/2016 → 12/2019
  Robbie's Marine Enterprises, Inc.
  Islamorada, FL
• 05/2016 → 08/2017
  Robbie's Marine Enterprises, Inc.
  Islamorada, FL
• 05/2022 → 12/2023
  Robbie's Marine Enterprises, Inc.
  Islamorada, FL
• 05/2019 → 12/2022
  The University Of South Florida
  Tampa, FL
• 12/2023 → 02/2024
  Unemployed
  Fort Lauderdale, FL
• 01/2015 → 01/2019
  Coral Shores High School
  Tavernier, FL

Other Businesses

Elite Formulas, Inc. - The business is NOT investment related - 401 E Las Olas Blvd, STE 130-699, Fort Lauderdale, FL 33301 - Consumer Packaged Goods, Beverage Distribution - Co-Founder - Co-Founder, my brother and I's company - 06/2023 - Currently less than 5 hours - Zero hours during securities trading hours - General operational business decisions, my brother and I founded the company in 2023 and I have started slowly moving out - I provided capital originally for ownership and now provide occasional support on weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-19