John Benjamin Morasch

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

• 07/2014 → 05/2018
  Pacific Lutheran University
  Tacoma, WA
• 07/2018 → 12/2019
  Thrivent Investment Management Inc
  Lakewood, WA
• 11/2018 → 01/2019
  Thrivent Financial
  Appleton, WI
• 01/2019 → 12/2019
  Thrivent Financial
  Appleton, WI
• 01/2020 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2018-11-06 → 2020-01-17
  Thrivent Investment Management Inc.
  Bellevue, WA
  Lakewood, WA

Other Businesses

?Name of the other business: EASY CHOICE LLC ?Investment-related? NO ?Address of the other business: 810 S STATE STREET TACOMA, WA 98405 ?Nature of the other business: PROPERTY RENTAL ?Position, title, or relationship with the other business: CO-OWNER ?Start date of your relationship: 12/14/19 ?Approximate number of hours/month you devote to the other business: 6-10 ?Number of hours you devote to the other business during securities trading hours: 0 ?Duties relating to the other business: CALLING LANDLORDS/CORPORATIONS TO CONNECT HOUSING TO SHORT-TERM TENANTS, AND RUNNING BACKGROUND CHECKS WHEN APPLICABLE the name of the other business; Great Stays Luxury Vacation Rentals whether the business is investment-related; No the address of the other business; Vancouver, WA the nature of the other business; Providing short term rentals via Airbnb/VRBO your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 9/1/22 the approximate number of hours/month you devote to the other business; 1-5 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; Coordinating stays, coordinating cleaning, guest communication.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-06

Other Names

• John Benjamin Morasch
• John B Morasch