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Bj Josef Duehr

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.

  1. Fisher InvestmentsJul 2026 to now
  2. J.P. Morgan Securities LLCJan 2024 to Jul 2026
  3. JPMorgan Chase Bank (tx)Jan 2024 to Jul 2026
  4. TruecoverageSep 2023 to Dec 2023
  5. Transamerica/wfgJul 2023 to Feb 2024
  6. Sedona Group/dupacoSep 2018 to Aug 2023
  7. Dupaco Community Credit UnionMay 2012 to Sep 2018

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
7808206
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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