Dave Jn Pierre

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

• 01/2023 → 09/2024
  Pgim Investments
  Levittown, PA
• 01/2023 → 09/2024
  Prudential Investment Management Services Llc
  Levttown, PA
• 08/2019 → 03/2020
  La Salle University
  Philadelphia, PA
• 06/2022 → 08/2022
  Bank Of America
  New York, PA
• 08/2019 → 05/2023
  La Salle University
  Philadelphia, PA
• 08/2024 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newtown Square, PA
• 01/2016 → 03/2017
  Transform Hold Co
  Langhorne, PA
• 05/2017 → 08/2017
  Pacsun
  Langhorne, PA
• 05/2017 → 07/2017
  Abercrombie & Fitch
  Langhorne, PA
• 05/2017 → 06/2017
  Genesco
  Langhorne, PA
• 10/2017 → 08/2018
  Sampler Stores
  Langhorne, PA
• 10/2018 → 09/2019
  Men's Warehouse
  Langhorne, PA
• 12/2019 → 01/2020
  Ups
  Horsham, PA
• 06/2021 → 08/2021
  Ivis Outreach Center:
  Morrisville, PA
• 08/2015 → 05/2019
  Bucks County Technical High School
  Fairless Hills, PA
• 04/2021 → 05/2022
  Staples
  Newtown, PA
• 12/2024 → 01/2026
  Bank Of America, N.A
  Newtown Square, PA
• 02/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-09-25 → 2026-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Folsom, PA
  Newtown Square, PA
  Newton Square, PA
  Media, PA
  New York, NY
  Paoli, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-24
• S63 Uniform Securities Agent State Law Examination
  2023-06-05

Other Names

• Dave Jn Pierre
• Dave Jnpierre