Jonathan Sharg
Investment adviser representative at Fisher Investments
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$386.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Fisher InvestmentsJan 2025 to now
- Broadway Wealth SolutionsOct 2021 to Jan 2025
- Fisher InvestmentsJul 2013 to Oct 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6425475
- Firm CRD
- 107342