Jonathan Keith Hoya

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

• 07/2013 → 10/2017
  Tdameritrade, Inc
  Indianapolis, IN
• 10/2017 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2013-07-16 → 2017-10-25
  Td Ameritrade, Inc.
  Indianapolis, IN
• 2013-07-16 → 2017-10-25
  Td Ameritrade Investment Management, Llc
  Indianapolis, IN
• 2011-12-19 → 2013-07-16
  Pnc Wealth Management Llc
  Brownsburg, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

Name of Outside Business:Second Home; Investment Related:No; Address of Outside Business:Indianapolis, IN; Nature of Outside Business:Rental Property; Position:Owner; Start Date:8/29/2014; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I own a second home, and my brother lives in it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-12
• S63 Uniform Securities Agent State Law Examination
  2008-10-25

Other Names

• Jonathan K Hoya