Calvin Jordan
Investment adviser representative at Fisher Investments
14 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
14 years in the industry.
- Fisher InvestmentsSep 2024 to now
- Bank of America, N.A.Dec 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Aug 2024
- Doordash, IncDec 2021 to Jun 2022
- Amazon.com, IncJan 2021 to Dec 2021
- UnemployedJul 2020 to Jan 2021
- Integrity (temp)May 2020 to Jul 2020
- UnemployedDec 2019 to May 2020
- Jewel-oscoOct 2017 to Jul 2018
- Benedictine UniversityAug 2015 to Dec 2019
- Burbank Manor ApartmentJan 2012 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7577526
- Firm CRD
- 107342