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Eric Jovel

Fisher Investments

Plano, TX

Tampa, FL

CRD 7795224

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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
FL RA APPROVED 2023-10-23
TX RA APPROVED 2023-10-19
  • FL RA
    APPROVED
    Since 2023-10-23
  • TX RA
    APPROVED
    Since 2023-10-19

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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
Fisher Investments Tampa FL 08/2021 Present
Asset Living Tallahassee FL 10/2019 02/2021
Chick Fil A Tallahassee FL 02/2019 05/2019
Stonewood Tavern And Grill Llc Tampa FL 02/2017 12/2018
Doordash Tampa FL 05/2021 07/2021
Student At Florida State University Tallahassee FL 06/2019 09/2019
Student At Florida State University Tampa FL 01/2019 04/2019
High School Student Tampa FL 09/2016 01/2017
  • 08/2021 → Present
    Fisher Investments
    Tampa, FL
  • 10/2019 → 02/2021
    Asset Living
    Tallahassee, FL
  • 02/2019 → 05/2019
    Chick Fil A
    Tallahassee, FL
  • 02/2017 → 12/2018
    Stonewood Tavern And Grill Llc
    Tampa, FL
  • 05/2021 → 07/2021
    Doordash
    Tampa, FL
  • 06/2019 → 09/2019
    Student At Florida State University
    Tallahassee, FL
  • 01/2019 → 04/2019
    Student At Florida State University
    Tampa, FL
  • 09/2016 → 01/2017
    High School Student
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19

View on SEC IAPD

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