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John William Ostman

Investment adviser representative at Fisher Investments
26 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

26 years in the industry.

  1. Fisher InvestmentsAug 2024 to now
  2. Ocs Costa RicaSep 2019 to Aug 2024
  3. 3mMay 2019 to Dec 2019
  4. CargillOct 2017 to Apr 2019
  5. Berkeley Academy for Multicultural StudiesJan 2017 to Sep 2017
  6. Aspen PharmaceuticalsMar 2016 to Jan 2017
  7. Fpt SoftwareJun 2003 to Dec 2023
  8. Intel CorporationJan 2000 to May 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7981391
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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