Jose Pablo Mena Gallegos

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

• 05/2023 → Present
  Fisher Investments
  San Mateo, CA
• 11/2020 → 05/2023
  Hewlett Packard Enterprise
  Heredia
• 08/2019 → 11/2020
  Unemployed
  Guatemala
• 09/2018 → 08/2019
  Keller Williams Realty, Andy O Realty Group
  Helena, MT
• 04/2018 → 09/2018
  Full Time Student
  Helena, MT
• 10/2017 → 04/2018
  Dpac
  Helena, MT
• 08/2017 → 12/2017
  International Business Internship - Sba.
  Helena, MT
• 08/2014 → 05/2018
  Full Time Student At Carroll College
  Helena, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-22

Other Names

• Jose Pablo Mena Gallegos