Jonathan Crocker, financial advisor Camas WA
93 score

Jonathan Crocker

CRD Number: 5403441
Current Firm: Fisher Investments

Jonathan Crocker (CRD# 5403441) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Jul 2014 - Current 2
Unemployed Salt Lake City, UT Apr 2014 - Jul 2014 < 1
Mcci Medical Group Salt Lake City, UT Nov 2013 - Apr 2014 < 1
Wells Fargo Advisors LLC Salt Lake City, UT Jan 2011 - Nov 2013 2
Wells Fargo Bank Murray, UT Jul 2007 - Nov 2013 6
Wells Fargo Investments, LLC Murray, UT Aug 2007 - Jan 2011 3
Wells Fargo Bank Murray, UT Jun 2007 - Jul 2007 < 1
Wells Fargo Bank Riverside, CA Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jonathan L. Crocker
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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