Inactive

Julian Gomez Segura

Fisher Investments

CRD 8293269

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-16

CA RA
APPROVED

Since 2026-07-16

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Zona Franca America, Edifício E21, Sexto Piso, San Francisco 40103 • Costa Rica

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

Organization	City	State	From	To
Fisher Investments	San Mateo	CA	06/2026	Present
3M	Heredia		09/2023	12/2025
Amazon Costa Rica	Heredia (Remote Wfh)		06/2022	08/2023
Colegio Europeo (The European School)	San Pablo, Heredia		08/2015	05/2022
Banco Central De Costa Rica	San Jose		01/2026	05/2026

06/2026 → Present

Fisher Investments

San Mateo, CA
09/2023 → 12/2025

3M

Heredia
06/2022 → 08/2023

Amazon Costa Rica

Heredia (Remote Wfh)
08/2015 → 05/2022

Colegio Europeo (The European School)

San Pablo, Heredia
01/2026 → 05/2026

Banco Central De Costa Rica

San Jose

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-16

S65 Uniform Investment Adviser Law Examination

2026-07-16

View on SEC IAPD

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