Jonathan Randy Hart

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_RES	2023-05-29
WA	RA	APPROVED	2015-10-29

TX RA
APPROVED_RES

Since 2023-05-29
WA RA
APPROVED

Since 2015-10-29

Branch Locations

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

Vancouver, WA • 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
Fisher Investments	Camas	WA	01/2015	Present

01/2015 → Present

Fisher Investments

Camas, WA

Other Businesses

Guidepoint Global. 730 Third Ave, 11th Floor, New York, NY 10017. Not investment related. Consultant regarding private healthcare and healthcare exchanges. Start: 05/2015

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-10-29
S63	Uniform Securities Agent State Law Examination	2013-12-21

S65 Uniform Investment Adviser Law Examination

2015-10-29
S63 Uniform Securities Agent State Law Examination

2013-12-21

Other Names

Jon Hart

View on SEC IAPD