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Justin Ray Yost

Fisher Investments

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About Justin Ray Yost

Justin Yost is a registered Investment Advisor Representative with Fisher Investments. Justin is a licensed investment professional in Texas and has been in the securities industry for over 16 years. Justin has a wide range of experience, including portfolio management for individuals, businesses, and investment companies. Justin is also specialized in providing portfolio management services for pooled investment vehicles. Prior to joining Fisher Investments, Justin worked at Fidelity Brokerage Services LLC. Justin holds the Series 7, Series 63 and Series 66 securities licenses.

Firm Information

Justin Yost 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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Justin Yost’s Registration & Firm History

TX

07/03/2019 - Present

Fisher Investments (PLANO TX)

UT

01/01/2008 - 09/18/2008

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

11/01/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

UT

06/02/2004 - 10/23/2007

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 12/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Ray Yost.
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