John Joseph Aleva

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

• 06/2022 → Present
  Fisher Investments
  Plano, TX
• 05/2021 → 08/2021
  Elkhart Public Defenders
  Elkhart, IN
• 12/2020 → 02/2021
  Winston Products
  Solon, OH
• 06/2018 → 08/2018
  Morgan Stanley
  Pepper Pike, OH
• 08/2014 → 05/2018
  Gilmour Academy
  Gates Mills, OH
• 08/2018 → 05/2019
  John Carroll University
  University Heights, OH
• 08/2019 → 12/2020
  Miami University
  Oxford, OH
• 08/2021 → 05/2022
  Miami University
  Oxford, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-12

Other Names

• Jack Aleva
• John Jack Aleva