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John Barnett Bland

Fisher Investments

Tampa, FL

Plano, TX

CRD 7492170

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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 2023-07-27
FL RA APPROVED 2022-03-07
  • TX RA
    APPROVED
    Since 2023-07-27
  • FL RA
    APPROVED
    Since 2022-03-07

Branch Locations

3109 Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States

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
OrganizationCityStateFromTo
Fisher Investments Tampa FL 01/2022 Present
Ss&C Technologies Jacksonville Beach FL 11/2017 01/2022
Adp Jacksonville FL 02/2017 11/2017
Advent Software Jacksonville FL 05/2014 02/2017
  • 01/2022 → Present
    Fisher Investments
    Tampa, FL
  • 11/2017 → 01/2022
    Ss&C Technologies
    Jacksonville Beach, FL
  • 02/2017 → 11/2017
    Adp
    Jacksonville, FL
  • 05/2014 → 02/2017
    Advent Software
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-01
  • S65 Uniform Investment Adviser Law Examination
    2022-03-01
Other Names
  • John Bland

View on SEC IAPD

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