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Jason Shen Whittington

Fisher Investments

Plano, TX

Camas, WA

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-09
WA RA APPROVED 2007-02-21
  • TX RA
    APPROVED_RES
    Since 2023-06-09
  • WA RA
    APPROVED
    Since 2007-02-21

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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, Inc. Woodside CA 10/2003 Present
  • 10/2003 → Present
    Fisher Investments, Inc.
    Woodside, CA
Previous Registrations
  • 2002-04-30 → 2003-10-07
    Wells Fargo Investments, Llc
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-22
S63 Uniform Securities Agent State Law Examination 1999-01-15
  • S65 Uniform Investment Adviser Law Examination
    1999-01-22
  • S63 Uniform Securities Agent State Law Examination
    1999-01-15

View on SEC IAPD

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