James Jeffrey Proctor
Investment adviser representative at Fisher Investments
12 yearsExperience
1 stateRegistered in
$386.7BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fisher InvestmentsMay 2026 to now
- Brookstone Capital ManagementNov 2023 to now
- Senior Insurance BrokersAug 2022 to now
- Gradeit Advisors LLCSep 2022 to Nov 2023
- Alliance America CorporationApr 2017 to Aug 2022
- United Advisors America CorporationApr 2017 to Aug 2022
- Lake Point Wealth Management, LLCJul 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5641831
- Firm CRD
- 107342