John
Taunton
Fisher Investments
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About this Advisor
John Taunton is a financial advisor who works in Mandeville, Louisiana with 5 years of industry experience. Taunton is currently employed by Fisher Investments. Throughout their career, Taunton has worked at Girard Securities, Inc, Asset One, LLC, Fs2 Capital Partners, LLC, Cion Securities, LLC and Fisher Investments. Taunton maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Louisiana. Fisher Investments is a financial advisory company operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It has $192 billion in assets under management among its 269,289 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 37 charitable organizations. Of its 269,289 client accounts, 46% are held by high-net-worth investors who have at least $1 million in assets available to invest. Fisher Investments provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types charged by Fisher Investments likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
John Taunton Work History
John has been registered as a financial advisor for 5 years.*
Fisher Investments
Cion Securities, LLC
Fs2 Capital Partners, LLC
Girard Securities, Inc
Asset One, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Taunton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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