Best Investors Account Sign in
Inactive

Jason Ochoa

Fisher Investments

Plano, TX

CRD 7682013

Claim This Profile
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 2023-05-16
  • TX RA
    APPROVED
    Since 2023-05-16

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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 Plano TX 09/2019 Present
State Farm Richardson TX 06/2019 05/2020
Fastenal Denton TX 09/2018 05/2019
Magna Imperio Systems Houston TX 05/2018 08/2018
Great Wolf Lodge Grapevine TX 09/2017 05/2018
Communities In Schools Of North Texas Lewisville TX 12/2016 05/2017
Unemployed Denton TX 05/2017 08/2017
Unemployed Denton TX 08/2016 12/2016
  • 09/2019 → Present
    Fisher Investments
    Plano, TX
  • 06/2019 → 05/2020
    State Farm
    Richardson, TX
  • 09/2018 → 05/2019
    Fastenal
    Denton, TX
  • 05/2018 → 08/2018
    Magna Imperio Systems
    Houston, TX
  • 09/2017 → 05/2018
    Great Wolf Lodge
    Grapevine, TX
  • 12/2016 → 05/2017
    Communities In Schools Of North Texas
    Lewisville, TX
  • 05/2017 → 08/2017
    Unemployed
    Denton, TX
  • 08/2016 → 12/2016
    Unemployed
    Denton, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2023-05-16

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor