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Justin Wade

Investment adviser representative at Fisher Investments
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Fisher InvestmentsDec 2021 to now
  2. J.P. Morgan Securities LLCAug 2019 to Dec 2021
  3. UnemployedJun 2019 to Jul 2019
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to May 2019
  5. Hunt Regional HospitalMay 2018 to Aug 2018
  6. Hunt Regional HospitalMay 2017 to Aug 2017
  7. Austin CollegeAug 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2022

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
7023871
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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