Joshua Anthony Meza
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.
- Fisher InvestmentsApr 2024 to now
- Charles Schwab & Co., Inc.Sep 2023 to Feb 2024
- TD Ameritrade IncJul 2021 to Sep 2023
- Amerisave Mortgage CorporationFeb 2021 to Jun 2021
- CostcoJun 2018 to Jan 2021
- Albarran's Mexican Bar and GrillFeb 2017 to Jun 2018
- Casa OleOct 2016 to Dec 2016
- Salsalito's CantinaJun 2016 to Jan 2017
- Texas Tech UniversityAug 2015 to Dec 2020
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
- 7412874
- Firm CRD
- 107342