Jonathan Baldwin

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
TX	RA	APPROVED	2026-08-18

TX RA
APPROVED

Since 2026-08-18

Branch Locations

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	07/2026	Present
Licensed Sales Agent	Plano	TX	03/2020	07/2026
Madison/Miles Media	Plano	TX	02/2016	02/2020
Walmart Inc.	Plano	TX	08/2025	01/2026

07/2026 → Present

Fisher Investments

Plano, TX
03/2020 → 07/2026

Licensed Sales Agent

Plano, TX
02/2016 → 02/2020

Madison/Miles Media

Plano, TX
08/2025 → 01/2026

Walmart Inc.

Plano, TX

Other Businesses

I have Texas sales licenses. I am not and never have done any investment-related sales for those licenses and will not do any investment-related activity outside of Fisher during my time with Fisher.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-18

S65 Uniform Investment Adviser Law Examination

2026-08-18

View on SEC IAPD