Jason Ramone He

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

• 09/2024 → Present
  Fisher Investments
  Plano, TX
• 04/2018 → 09/2018
  Fisher Investments
  Foster City, CA
• 10/2018 → 06/2023
  Carta
  San Francisco, CA
• 06/2023 → 08/2024
  Office Hours
  San Francisco, CA
• 10/2017 → 03/2018
  Sl Group
  New York, NY
• 06/2017 → 09/2017
  Northwestern Mutual
  Woodland Hills, CA
• 09/2013 → 06/2017
  University Of California, Santa Barbara
  Goleta, CA

Designations

• Chartered Financial Analyst

Other Names

• Mingshi He