Jacob Matthew Flinchum

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 04/2020 → 07/2023
  Fisher Investments
  Plano, TX
• 08/2019 → 04/2020
  Enterprise Holdings
  Greensboro, NC
• 05/2018 → 07/2019
  Randall Richard, Cfp
  High Point, NC
• 09/2017 → 05/2018
  Pilot Financial
  Greensboro, NC
• 05/2017 → 10/2017
  Field And Stream
  Greensboro, NC
• 11/2016 → 04/2017
  Unemployed
  Greensboro, NC
• 03/2016 → 10/2016
  Belk
  Greensboro, NC
• 07/2023 → 05/2025
  Dash Investments
  Woodland Hills, CA
• 05/2025 → 11/2025
  Pcm Encore, Llc
  Addison, TX
• 01/2026 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2025-05-07 → 2025-11-05
  Pcm Encore, Llc
  Aspen, CO
  Addison, TX
• 2023-07-19 → 2025-05-06
  Dash Investments
  Woodland Hills, CA
  Dallas, TX
• 2020-06-29 → 2023-07-06
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-29

Other Names

• Jake Flinchum
• Jacob Flinchum