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Jonathan Koenig

Fisher Investments

Tampa, FL

Plano, TX

CRD 7699961

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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_RES 2026-07-20
FL RA APPROVED 2023-04-19
  • TX RA
    APPROVED_RES
    Since 2026-07-20
  • FL RA
    APPROVED
    Since 2023-04-19

Branch Locations

3109 W Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Tampa FL 06/2019 Present
Handcrafted Services New Rochelle NY 06/2018 08/2018
Comptime Mahwah NJ 01/2014 01/2017
Penn State University State College PA 08/2015 05/2019
  • 06/2019 → Present
    Fisher Investments
    Tampa, FL
  • 06/2018 → 08/2018
    Handcrafted Services
    New Rochelle, NY
  • 01/2014 → 01/2017
    Comptime
    Mahwah, NJ
  • 08/2015 → 05/2019
    Penn State University
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06

View on SEC IAPD

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