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John Eric Grandits

Fisher Investments

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About John Eric Grandits

John Eric Grandits is a registered Investment Advisor Representative in Washington with Fisher Investments. John has over 20 years of experience in the financial services industry. He is also a registered representative in Washington and holds the Series 3, 7, and 63 licenses. John has worked for several well-known firms in the industry. He is currently with Fisher Investments, but he has also worked for Bloomberg Tradebook LLC, Morgan Stanley DW Inc., Gruntal & Co., L.L.C., Adolph Komorsky Investments, and Salomon Smith Barney Inc. John is dedicated to providing his clients with the highest quality financial advice and service.

Firm Information

John Grandits is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Grandits’s Registration & Firm History

TX

01/22/2018 - Present

Fisher Investments (PLANO TX)

NY

03/07/2006 - 10/31/2006

BLOOMBERG TRADEBOOK LLC (NEW YORK NY)

NY

05/27/2002 - 09/04/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

07/09/2001 - 11/09/2001

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

05/14/2001 - 06/06/2001

ADOLPH KOMORSKY INVESTMENTS (TARRYTOWN NY)

NY

01/02/2000 - 05/18/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/22/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2006

Series 3 - National Commodity Futures Examination

BC

Issued 03/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Eric Grandits.
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