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Ibhade Mongesi Ojie

Investment adviser representative at Fisher Investments
13 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

13 years in the industry.

  1. Fisher InvestmentsAug 2026 to now
  2. Fidelity InvestmentsJul 2023 to Aug 2026
  3. TargetMay 2023 to Jun 2023
  4. Extra Ordinary Home Health ServicesMay 2023 to May 2023
  5. Macys IncJan 2023 to Jul 2023
  6. Express IncJan 2023 to Jan 2023
  7. UnemployedJun 2022 to Jun 2023
  8. ZaraMay 2022 to Jun 2022
  9. Dallas CollegeSep 2021 to May 2022
  10. Palgreeno LtdJul 2019 to Jul 2021
  11. Topfaith International Secondary SchoolJun 2013 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2026

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
7788010
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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