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James Morris

Fisher Investments

Camas, WA

Plano, TX

CRD 7842921

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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
TX RA APPROVED 2025-03-29
WA RA APPROVED 2025-03-29
  • TX RA
    APPROVED
    Since 2025-03-29
  • WA RA
    APPROVED
    Since 2025-03-29

Branch Locations

5525 Nw Fisher Creek, 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
Fisher Investments Camas WA 06/2019 07/2023
Unemployed North Bend WA 09/2014 06/2019
Unemployed San Diego CA 07/2023 02/2024
Fisher Investments Camas WA 02/2024 Present
  • 06/2019 → 07/2023
    Fisher Investments
    Camas, WA
  • 09/2014 → 06/2019
    Unemployed
    North Bend, WA
  • 07/2023 → 02/2024
    Unemployed
    San Diego, CA
  • 02/2024 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-28
  • S65 Uniform Investment Adviser Law Examination
    2025-03-28
Other Names
  • Jimmy Morris

View on SEC IAPD

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