Jonathan Ryan Heath

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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-10

TX RA
APPROVED

Since 2024-05-10

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

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

Organization	City	State	From	To
Td Ameritrade	Southlake	TX	08/2020	11/2021
Vaquero Coffee Company, Llc	Fort Worth	TX	01/2017	01/2024
Gysat Ventures, Llc Dba Escape This - Dallas	Farmers Branch	TX	10/2014	12/2016
Fisher Investments	Plano	TX	03/2024	Present

08/2020 → 11/2021

Td Ameritrade

Southlake, TX
01/2017 → 01/2024

Vaquero Coffee Company, Llc

Fort Worth, TX
10/2014 → 12/2016

Gysat Ventures, Llc Dba Escape This - Dallas

Farmers Branch, TX
03/2024 → Present

Fisher Investments

Plano, TX

Other Businesses

Name: Rio Dulce Coffee, LLC, Role: Owner, Type: Restaurant Or Bar Work, Start Date: 02/01/2024, Investment Related?: No, Address: 109 Houston St, Fort Worth, TX 76102, Number of Hours/Mo: 12, Duties: I manage the shop manager and approve payroll.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-09
S63	Uniform Securities Agent State Law Examination	2021-01-12

S65 Uniform Investment Adviser Law Examination

2024-05-09
S63 Uniform Securities Agent State Law Examination

2021-01-12

View on SEC IAPD