Jean Luc Hamilton

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

• 07/2012 → 02/2018
  Capital Bank
  Port-Au-Prince
• 02/2018 → 04/2023
  Groupe Hm
  Port-Au-Prince
• 10/2023 → 02/2024
  Shadowridge Asset Management, Llc
  Austin, TX
• 04/2023 → 10/2023
  Unemployed
  Sandy Springs, GA
• 08/2024 → Present
  Fisher Investments
  Tampa, FL
• 03/2024 → 07/2024
  Charter Market Technician Association
  New York, NY

Previous Registrations

• 2024-02-23 → 2024-03-01
  Shadowridge Asset Management, Llc
  Sandy Springs, GA
  Austin, TX

Other Businesses

the name of the other business; Ann-Sophie Hamilton LLC whether the business is investment-related; Not investment-related the address of the other business; 804 Ne 125th St, Miami Florida, 33161 the nature of the other business; Coaching and Lifestyle services your position; Co-Owner title, or relationship with the other business; Owner the start date of your relationship; 15 October 2021 the approximate number of hours/month you devote to the other business; 0 hours the number of hours you devote to the other business during securities trading hours; N/a and briefly describe your duties relating to the other business; Owner but don't receive any revenue and no devoted time to the business

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-22
• S66 Uniform Combined State Law Examination
  2023-08-11