Javier Martinez

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

• 05/2019 → 08/2020
  Vantage Marketing
  Provo, UT
• 11/2016 → 03/2017
  Lazy Acres
  Santa Barbara, CA
• 09/2016 → 02/2017
  Santa Barbara City College
  Santa Barbara, CA
• 12/2020 → 01/2024
  Doordash
  Vancouver, WA
• 09/2020 → 11/2020
  Unemployed
  Vancouver, WA
• 03/2022 → 03/2024
  Valic Financial Advisors, Inc.
  Portland,, OR
• 04/2017 → 04/2019
  Unemployed
  Vancouver, WA
• 12/2022 → 03/2024
  Agia
  Houston, TX
• 07/2024 → Present
  Fisher Investments
  Camas, WA
• 03/2024 → 07/2024
  Unemployed
  Vancouver, WA

Previous Registrations

• 2022-06-09 → 2024-04-09
  Valic Financial Advisors, Inc.
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2022-05-19