Chase Dulitz
Investment adviser representative at Fisher Investments
10 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
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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
10 years in the industry.
- Fisher InvestmentsOct 2021 to now
- J.P. Morgan Securities LLCDec 2019 to Oct 2021
- JPMorgan Chase Bank, N.A.Dec 2019 to Oct 2021
- BMO Financial GroupDec 2018 to Dec 2019
- J.P. Morgan Securities LLCMay 2017 to Dec 2018
- JPMorgan Chase Bank, N.A.May 2017 to Dec 2018
- Wells Fargo Clearing Services, LLCSep 2016 to May 2017
- Wells Fargo Bank, N.A.Aug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6482140
- Firm CRD
- 107342