Jon William Munro

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

• 01/2016 → 10/2017
  Principal Life Insurance Company
  Overland Park, KS
• 01/2016 → 10/2017
  Princor Financial Services Corporation
  Overland Park, KS
• 10/2017 → 01/2026
  American Century Investment Services, Inc.
  Kansas City, MO
• 02/2020 → 06/2020
  Dscout
  Kansas City, MO
• 03/2020 → 06/2020
  Lyft
  Kansas City, MO
• 03/2020 → 06/2020
  Amazon Flix
  Kansas City, MO
• 03/2020 → 06/2020
  Bird
  Kansas City, MO
• 01/2026 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-10-17 → 2025-12-31
  American Century Investments Private Client Group, Inc.
  Kansas City, MO
  Kansas City, MO

Other Businesses

Thrifting; Not investment-related; 2600 Swift Ave, Apt. 306, Kansas City, MO 64116; Buy items at thrift stores and garage sales and sell them for a profit online; Owner; Owner; 06/2022; 8 hours per month; 0 hours during trading hours; Buy items at thrift stores and garage sales and sell them for a profit online

Exams

• S66 Uniform Combined State Law Examination
  2024-10-16
• S63 Uniform Securities Agent State Law Examination
  2014-10-18

Other Names

• Jon Munro
• Jon William Munro
• Jon Munro
• Jon W Munro