James Joseph Meyer

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

• 12/2017 → 10/2019
  Edward Jones
  St Louis, MO
• 07/2014 → 12/2017
  Target
  Casper, WY
• 11/2019 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2018-02-12 → 2019-10-10
  Edward Jones
  Casper, WY
  Casper, WY
  Casper, WY
  St Louis, MO

Other Businesses

the name of the other business; Starsworn Entertainment LLP whether the business is investment-related; No the address of the other business; Mesquite, TX the nature of the other business; Writing, publishing, and distributing a LitRPG webnovel titled "Starsworn Saga" your position; General Partner, Author title, or relationship with the other business; General Partner, Author the start date of your relationship; 06/30/2023 the approximate number of hours/month you devote to the other business; 21 - 40 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Writes at webnovel and will be posting serial updates on RoyalRoad and Patreon

Exams

• S66 Uniform Combined State Law Examination
  2018-02-10