Javied Ahmadi

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

• 05/2026 → Present
  Fisher Investments
  Plano, TX
• 02/2024 → 04/2026
  J.P. Morgan Securities Llc
  Danville, CA
• 02/2024 → 04/2026
  Jpmc Bank Na (Southwest)
  Danville, CA
• 05/2023 → 12/2023
  New York Life
  San Francisco, CA
• 03/2021 → 05/2023
  Future Automotive Group
  Concord, CA
• 10/2018 → 08/2021
  Brioche De Paris
  Walnut Creek, CA
• 02/2014 → 09/2018
  Unemployed
  Martinez, CA
• 01/2024 → 01/2024
  Unemployed
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-11
• S63 Uniform Securities Agent State Law Examination
  2024-06-03