Jimena Carolina Gonzalez Ancira

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

• 09/2022 → 03/2026
  J.P. Morgan Securities Llc
  Carmel, IN
• 09/2022 → 03/2026
  Jpmorgan Chase Bank, N.A.
  Carmel, IN
• 06/2022 → 08/2022
  Aventus Group
  Indianapolis, IN
• 10/2021 → 05/2022
  Sky Indemnity
  Fishers, IN
• 01/2019 → 10/2020
  Employer Name Procter & Gamble
  Irapuato
• 11/2020 → 10/2021
  Unemployed
  Fishers, IN
• 07/2016 → 12/2018
  Procter & Gamble
  Irapuato
• 04/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-13
• S63 Uniform Securities Agent State Law Examination
  2022-12-16

Other Names

• Jimena Carolina Gonzalez Ancira
• Jimena Gonzalez Ancira
• Jimena C Gonzalez Ancira