Maria Jimenez
Investment adviser representative at Fisher Investments
10 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
10 years in the industry.
- Fisher InvestmentsJan 2025 to now
- J.P. Morgan Securities LLCMar 2023 to Jan 2025
- JPMorgan Chase Bank, N.A.Mar 2023 to Jan 2025
- Pentagon TechnologiesMay 2021 to Oct 2022
- Baseten Assets, Inc.Feb 2021 to Feb 2023
- Terra Services Inc.Oct 2020 to Jan 2021
- UnemployedApr 2020 to Sep 2020
- Erickson AircraneJan 2019 to Mar 2020
- UnemployedAug 2018 to Dec 2018
- Macy's Inc.Dec 2017 to Jul 2018
- Columbia BankNov 2017 to Nov 2017
- Epic AircraftFeb 2017 to Jun 2018
- Reflections EnterprisesOct 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7715328
- Firm CRD
- 107342