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Joshua Keith Velasquez

Fisher Investments

Plano, TX

Camas, WA

CRD 5149374

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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 2022-11-09
WA RA APPROVED 2022-11-09
  • TX RA
    APPROVED
    Since 2022-11-09
  • WA RA
    APPROVED
    Since 2022-11-09

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
Massmutual Life Insurance Company Salt Lake City UT 03/2015 08/2018
Mml Investors Services Llc Salt Lake City UT 04/2015 08/2018
Fisher Investments Camas WA 10/2022 Present
The Burgess Group Salt Lake City UT 08/2018 10/2022
  • 03/2015 → 08/2018
    Massmutual Life Insurance Company
    Salt Lake City, UT
  • 04/2015 → 08/2018
    Mml Investors Services Llc
    Salt Lake City, UT
  • 10/2022 → Present
    Fisher Investments
    Camas, WA
  • 08/2018 → 10/2022
    The Burgess Group
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-08
S63 Uniform Securities Agent State Law Examination 2006-11-30
  • S65 Uniform Investment Adviser Law Examination
    2022-11-08
  • S63 Uniform Securities Agent State Law Examination
    2006-11-30
Other Names
  • Josh Keith Velasquez

View on SEC IAPD

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