Mitchell Jeffrey Fisher
Investment Adviser Representative at Pacific SUN Financial Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mitchell Jeffrey Fisher is an investment adviser representative with Pacific SUN Financial Corp in Aliso Viejo, CA, where they have been registered since 2016. They have worked in the securities industry since 2007 and were previously registered with National Asset Management, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pacific Sun Financial CorpAug 2016 – no end date reportedAliso Viejo, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pacific SUN Financial Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial and retirement planning, tax reduction techniques, investments (individual stocks, bonds, mutual funds, ETFs, CDs, REITs, IPOs, structured settlements, and alternative investments), wealth preservation, asset protection services, and estate planning services including regular reviews, coordination with attorneys and accountants, documentation of living trusts and wills, wealth transfer methods, and tax saving techniques.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-107989
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Pacific SUN Financial Corp
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mitchell Jeffrey Fisher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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