Jonathan Morris

Role: Vice President at Fisher Investments
Location: Dallas, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Vice President
Fisher Investments
May 2019 — Present
Working in a highly intensive and competitive sales environment. My responsibilities include holding meetings with high net worth investors where I learn about their current financial situation and educate them on the competitive landscape and how Fisher Investments can help them reach their financial goals.

Skills

Finance
Investments
Sales
Mutual Funds

Contact information

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Work email
•••••@fisherinvestments.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fisher Investments

Financial Services · 5.8K employees · Founded 1979 · Plano, Texas, United States

Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

fisherinvestments.com

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Experience

Vice President

Skills

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