Jose Nelson Cuellar
Investment adviser representative at Fisher Investments
12 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
12 years in the industry.
- Fisher InvestmentsAug 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Jul 2026
- U.S. Bancorp Investments, Inc.Nov 2025 to Feb 2026
- J.P. Morgan Securities LLCAug 2024 to Oct 2025
- People IncorporatedNov 2021 to Jul 2024
- People IncorporatedJun 2021 to Oct 2021
- Hy-vee IncNov 2019 to May 2021
- UnemployedSep 2019 to Oct 2019
- Miller InsulationMay 2018 to Aug 2019
- UnemployedAug 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7977987
- Firm CRD
- 107342