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Jonathan Koenig

Fisher Investments

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About Jonathan Koenig

Jonathan Koenig is an Investment Adviser Representative at Fisher Investments. Jonathan is registered with the state of Florida and has been in the industry since June 2019. Jonathan has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Jonathan specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Jonathan's firm manages approximately $1 billion to $10 billion in assets. Fisher Investments is an investment advisor that provides portfolio management and financial planning services to individuals, families, businesses, investment companies, and pooled investment vehicles. Fisher Investments specializes in providing portfolio management and financial planning services to individuals, families, businesses, investment companies, and pooled investment vehicles.

Firm Information

Jonathan Koenig 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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Jonathan Koenig’s Registration & Firm History

FL

04/19/2023 - Present

Fisher Investments (Tampa FL)

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Licenses & Designations

IA

Issued 04/06/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Koenig.
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