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Eli Jonathan Webb

Fisher Investments

Camas, WA

Plano, TX

CRD 6840259

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-06
WA RA APPROVED 2023-07-06
  • TX RA
    APPROVED
    Since 2023-07-06
  • WA RA
    APPROVED
    Since 2023-07-06

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

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
OrganizationCityStateFromTo
Kimco Staffing Ontario CA 10/2015 04/2017
Fisher Investments Camas WA 05/2017 Present
Ups Ontario CA 09/2014 05/2017
  • 10/2015 → 04/2017
    Kimco Staffing
    Ontario, CA
  • 05/2017 → Present
    Fisher Investments
    Camas, WA
  • 09/2014 → 05/2017
    Ups
    Ontario, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-16
  • S65 Uniform Investment Adviser Law Examination
    2021-10-16

View on SEC IAPD

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