Taylar Elaine Moon

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

• 05/2018 → 03/2020
  Edward Jones
  Battle Ground, WA
• 01/2009 → 08/2018
  Student
  La Center, WA
• 11/2015 → 04/2018
  Wells Fargo Bank
  Battle Ground, WA
• 03/2020 → 03/2021
  Edward Jones
  St. Louis, MO
• 03/2021 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2020-06-30 → 2021-03-02
  Edward Jones
  Woodland, WA
  Ridgefield, WA
  St Louis, MO
  Woodland, WA

Other Businesses

the name of the other business; MOONSHINE HOUSE CLEANING whether the business is investment-related; NO the address of the other business; VANCOUVER, WA the nature of the other business; HOUSE KEEPING your position; OWNER the start date of your relationship; 02/02/2022 the approximate number of hours/month you devote to the other business; 6-10 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; CLEANING RESIDENTIAL HOMES ON WEEKLY/BI WEEKLY/MONTHLY/ONE OFF BASIS the name of the other business; Turner Customs Co. whether the business is investment-related; No the address of the other business; Vancouver WA the nature of the other business; Retail your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 10/23/23 the approximate number of hours/month you devote to the other business; 10 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; Making custom accessories (cups, mugs, pet accessories, etc.) for individuals for personal enjoyment or gifts to others

Exams

• S66 Uniform Combined State Law Examination
  2020-06-29