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Arturo Jimenez

Fisher Investments

Plano, TX

Heredia

CRD 8275404

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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 2026-07-02
  • CA RA
    APPROVED
    Since 2026-07-02

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
OrganizationCityStateFromTo
Fisher Investments Heredia 05/2026 Present
Applied Material Heredia 09/2025 05/2026
Astrazeneca Escazu 02/2023 06/2025
N/A San Jose 06/2025 09/2025
Instituto Tecnologico De Costa Rica Cartago 07/2019 11/2023
Insituto Tecnologico De Costa Rica Cartago 02/2017 07/2019
N/A Cartago 02/2012 12/2016
N/A San Jose 12/2016 02/2017
  • 05/2026 → Present
    Fisher Investments
    Heredia
  • 09/2025 → 05/2026
    Applied Material
    Heredia
  • 02/2023 → 06/2025
    Astrazeneca
    Escazu
  • 06/2025 → 09/2025
    N/A
    San Jose
  • 07/2019 → 11/2023
    Instituto Tecnologico De Costa Rica
    Cartago
  • 02/2017 → 07/2019
    Insituto Tecnologico De Costa Rica
    Cartago
  • 02/2012 → 12/2016
    N/A
    Cartago
  • 12/2016 → 02/2017
    N/A
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02
Other Names
  • Arturo Jimenez Serrano

View on SEC IAPD

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