Jameson Luke Brinks

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

• 12/2017 → 04/2025
  Fidelity Brokerage Services Llc
  Orland Park, IL
• 03/2016 → 11/2017
  New Holland Brewing Company
  Holland, MI
• 10/1994 → 05/2017
  Student
  Batavia, IL
• 03/2025 → 04/2025
  Fidelity Investments
  Boston, MA
• 04/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2025-03-31 → 2025-04-24
  Strategic Advisers Llc
  Chicago, IL
  Orland Park, IL
  Boston, MA
• 2019-04-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Orland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-01-11
• S63 Uniform Securities Agent State Law Examination
  2018-08-08