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Jonah Emmanuel Vela

Investment adviser representative at Fisher Investments
12 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

12 years in the industry.

  1. Fisher InvestmentsJan 2024 to now
  2. Purshe Kaplan Sterling InvestmentsJun 2021 to Oct 2023
  3. Thrivent Advisor Network d/b/a 49 FinancialMay 2021 to Oct 2023
  4. 49 FinancialMar 2021 to Oct 2023
  5. Rockwall Golf and Athletic ClubFeb 2021 to Jan 2024
  6. Dallas Baptist UniversityAug 2018 to Feb 2021
  7. Rockwall Golf and Athletic ClubMay 2018 to Aug 2018
  8. Dallas Baptist UniversityAug 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2024

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
7389593
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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