James Pearce Priebe

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 06/2018
  Plano West Senior High School
  Plano, TX
• 06/2017 → 08/2017
  Bear Creek Golf Course
  Dallas, TX
• 08/2016 → 06/2017
  Plano West Senior High School
  Plano, TX
• 06/2018 → 08/2018
  Plano Sports Auhtority
  Plano, TX
• 08/2018 → 05/2019
  University Of Alabama
  Tuscaloosa, AL
• 06/2019 → 08/2019
  Lakewood Country Club
  Dallas, TX
• 08/2019 → 05/2020
  University Of Alabama
  Tuscaloosa, AL
• 06/2020 → 08/2020
  North River Yacht Club
  Tuscaloosa, AL
• 08/2020 → 06/2021
  University Of Alabama
  Tuscaloosa, AL
• 01/2021 → 11/2021
  Pi Kappa Phi- Omicron Chapter
  Tuscaloosa, AL
• 05/2021 → 08/2021
  Bank Of The West
  Grapevine, TX
• 08/2021 → 05/2022
  University Of Alabama
  Tuscaloosa, AL
• 08/2022 → 11/2023
  Fisher Investments
  Plano, TX
• 11/2023 → Present
  Cx Institutional, Llc
  Plano, TX

Previous Registrations

• 2022-12-12 → 2023-11-13
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-12

Other Names

• Pearce Priebe