Joseph Lynn Belisle
Investment adviser representative at Dimensional Fund Advisors LP
10 yearsExperience
1 stateRegistered in
$1TFirm assets
45 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.
- Portfolio management
Experience
10 years in the industry.
- Dimensional Fund Advisors LPSep 2022 to now
- Regions BankJan 2022 to Sep 2022
- Equitable AdvisorsFeb 2021 to Nov 2021
- Camp BalconesJul 2020 to Aug 2020
- Community Clinical ResearchMar 2020 to Feb 2021
- Davidson College Ticket OfficeAug 2019 to Mar 2020
- Davidson Capital AdvisorsJun 2019 to Aug 2019
- Camp Balcones SpringsJun 2019 to Jun 2019
- HuckabuyJun 2018 to Jul 2018
- Camp Balcones SpringsJun 2017 to Aug 2017
- Davidson College Annual GivingJan 2017 to Jun 2019
- Davidson CollegeAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dimensional Fund Advisors LP
$1TAssets managed
2,311Clients
255Advisers
45 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
- 7333186
- Firm CRD
- 106482