Jose Luis Leyva-hernandez
Investment adviser representative at Fisher\smb
10 yearsExperience
2 statesRegistered in
$6.8BFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fisher\smbOct 2025 to now
- Fisher Retirement Solutions LLCJul 2024 to now
- Fisher InvestmentsFeb 2021 to Jun 2024
- Port of PortlandJan 2019 to Jan 2021
- Barnes & Noble CafeJan 2017 to Dec 2018
- N/aFeb 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 8110560
- Firm CRD
- 331205