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Joshua Adam Evans

Fisher Investments

Plano, TX

New York, NY

CRD 6327297

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-17
NY RA APPROVED 2022-07-28
FL RA APPROVED 2020-06-29
  • TX RA
    APPROVED_RES
    Since 2023-11-17
  • NY RA
    APPROVED
    Since 2022-07-28
  • FL RA
    APPROVED
    Since 2020-06-29

Branch Locations

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

New York, NY • 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
OrganizationCityStateFromTo
Bowers Wealth Management, Inc. Reno NV 04/2014 12/2017
Fisher Investments San Mateo CA 02/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-05
  • S65 Uniform Investment Adviser Law Examination
    2014-05-05
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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