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Tremaine Thomas Peterson

Investment adviser representative at Fisher Investments
11 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

11 years in the industry.

  1. Fisher InvestmentsJan 2024 to now
  2. University of UtahAug 2023 to Dec 2023
  3. J.P. Morgan Securities LLCAug 2021 to Sep 2023
  4. JPMorgan Chase Bank, N.A.Aug 2019 to Aug 2021
  5. FedexSep 2018 to Jul 2019
  6. UnemployedSep 2015 to Aug 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 2 states (TX, WA).

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
7442977
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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