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Brian Donohue

Fisher Investments

Camas, WA

Plano, TX

CRD 7710027

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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
OR RA APPROVED 2024-11-12
TX RA APPROVED 2024-11-12
WA RA APPROVED 2024-11-12
  • OR RA
    APPROVED
    Since 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-12
  • WA RA
    APPROVED
    Since 2024-11-12

Branch Locations

5525 Nw Fisher Creek Dr, 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
J.P. Morgan Securities Llc Portland OR 03/2023 10/2024
Jpmorgan Chase Bank, N.A. Portland OR 08/2022 10/2024
Winco Foods Gresham OR 06/2011 08/2022
Fisher Investments Camas WA 10/2024 Present
  • 03/2023 → 10/2024
    J.P. Morgan Securities Llc
    Portland, OR
  • 08/2022 → 10/2024
    Jpmorgan Chase Bank, N.A.
    Portland, OR
  • 06/2011 → 08/2022
    Winco Foods
    Gresham, OR
  • 10/2024 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-12
S63 Uniform Securities Agent State Law Examination 2023-04-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-12
  • S63 Uniform Securities Agent State Law Examination
    2023-04-18
Other Names
  • Brian Donohue
  • Brian Thomas Donohue

View on SEC IAPD

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