Jose Fernando Castro

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

• 07/2024 → Present
  Fisher Investments
  Tampa, FL
• 05/2024 → 07/2024
  Cornucopia Wealth Management
  Tallahassee, FL
• 08/2021 → 05/2024
  Fsu Unconquered By Debt
  Tallahassee, FL
• 05/2023 → 08/2023
  Fenix Pest Control
  Orlando, FL
• 05/2022 → 05/2023
  New Era Entrepreneur Network
  Tallahassee, FL
• 06/2021 → 05/2022
  The Martin Team - Keller Williams Realty
  Wellington, FL
• 06/2019 → 08/2020
  Park Ave Bbq And Grille
  West Palm Beach, FL
• 06/2018 → 03/2019
  Torero's Mexican Cuisine
  West Palm Beach, FL
• 08/2016 → 05/2020
  Suncoast High School
  Riviera Beach, FL
• 08/2020 → 05/2024
  Florida State University
  Tallahassee, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-03