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James Evan East

Investment adviser representative at Fisher Investments
15 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

15 years in the industry.

  1. Fisher InvestmentsJan 2025 to now
  2. Moran CapitalJul 2024 to Dec 2024
  3. Newmark GroupJun 2023 to Aug 2023
  4. Southern Methodist UniversityAug 2022 to May 2024
  5. Grp Energy Capital, LLCJun 2019 to Jul 2022
  6. SchoolAug 2011 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8030657
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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