Inactive

Matthew Morgan Johnson

Fisher Investments

CRD 7911578

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-28

TX RA
APPROVED

Since 2025-02-28

Branch Locations

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	08/2024	Present
Lgcy Power	Hurst	TX	05/2022	07/2024
City National Bank	Sulphur Springs	TX	05/2021	04/2022
Chick-Fil-A	Sulphur Springs	TX	05/2020	04/2021
Sulphur Springs Country Club	Sulphur Springs	TX	05/2019	04/2020
Unemployed	Sulphur Springs	TX	10/2001	04/2019

08/2024 → Present

Fisher Investments

Plano, TX
05/2022 → 07/2024

Lgcy Power

Hurst, TX
05/2021 → 04/2022

City National Bank

Sulphur Springs, TX
05/2020 → 04/2021

Chick-Fil-A

Sulphur Springs, TX
05/2019 → 04/2020

Sulphur Springs Country Club

Sulphur Springs, TX
10/2001 → 04/2019

Unemployed

Sulphur Springs, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-27

S65 Uniform Investment Adviser Law Examination

2025-02-27

View on SEC IAPD

More in Plano, TX

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