Bj Josef Duehr

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

• 01/2024 → 07/2026
  J.P. Morgan Securities Llc
  Flower Mound, TX
• 01/2024 → 07/2026
  Jpmorgan Chase Bank (Tx)
  Flower Mound, TX
• 09/2018 → 08/2023
  Sedona Group/Dupaco
  Lake Dallas, TX
• 09/2023 → 12/2023
  Truecoverage
  Addison, TX
• 05/2012 → 09/2018
  Dupaco Community Credit Union
  Dubuque, IA
• 07/2023 → 02/2024
  Transamerica/Wfg
  Lake Dallas, TX
• 07/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-11
• S63 Uniform Securities Agent State Law Examination
  2024-03-15

Other Names

• Dennis Josef Duehr
• Bj Josef Duehr
• Bj Duehr