Jonathon Myles Bowditch

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

• 10/2008 → 11/2017
  Fidelity Investments
  Westlake, TX
• 11/2017 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2011-07-13 → 2017-11-01
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

OAA#: 51377 | Org Name:Bowditch Holdings LLC | Org Addr:Prosper, TX, US | Nature of Bus:The acquisition of residential real estate. | Invst Rel:N | Title:Managing Member | Duties:I will assist with acquiring and managing residential real estate to rent or sell. | Start Dt:09/18/2017 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0

Exams

• S66 Uniform Combined State Law Examination
  2011-07-12
• S63 Uniform Securities Agent State Law Examination
  2009-06-19

Other Names

• Jonathon Myles Bowditch
• Jonathon Bowditch