Joel Patrick Morrissey-garrett
Investment adviser representative at Fisher Investments
10 yearsExperience
3 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
10 years in the industry.
- Fisher InvestmentsJul 2026 to now
- Transformation Technology IncJun 2025 to Jul 2026
- University of San FransicoJul 2023 to May 2025
- Transformation Technology incJul 2021 to Jul 2023
- University of HawaiiAug 2017 to Jul 2021
- Mounthood Community CollegeJul 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
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
- 8313835
- Firm CRD
- 107342