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RIA / WealthAdvisor10 years in industry

JACOB MATTHEW FLINCHUM

Advisor at FISHER INVESTMENTS

PLANO, TX

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Search this name across graphsid dfx:ria:239fc417-1fba-9f84-bf1c-360c1c293952

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 29, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jun 29, 2020
First registration: Jun 29, 2020
Dual registered: no
Other names: JAKE FLINCHUM|Jacob Flinchum
IAPD individual key: 6863426

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Jan 15, 2026	n/a	yes	PLANO, TX	Current employment
PCM ENCORE, LLC	Independent wealth	May 7, 2025	Nov 5, 2025	no	Addison, TX\|ASPEN, CO	Previous registration
DASH INVESTMENTS	Independent wealth	Jul 19, 2023	May 6, 2025	no	PLANO, TX\|DALLAS, TX	Previous registration
FISHER INVESTMENTS	Independent wealth	Jun 29, 2020	Jul 6, 2023	no	PLANO, TX\|PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PCM ENCORE, LLC	FISHER INVESTMENTS	Nov 5, 2025	Jan 15, 2026	71	Firm change	RIA to RIA
DASH INVESTMENTS	PCM ENCORE, LLC	May 6, 2025	May 7, 2025	1	Firm change	RIA to RIA
FISHER INVESTMENTS	DASH INVESTMENTS	Jul 6, 2023	Jul 19, 2023	13	Firm change	RIA to RIA

Relationships

Registered with (3)

→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jun 29, 2020 to Jul 6, 2023factForm ADV
→ PCM ENCORE, LLCRegistered adviserregistration: previous registration
May 7, 2025 to Nov 5, 2025factForm ADV
→ DASH INVESTMENTSRegistered adviserregistration: previous registration
Jul 19, 2023 to May 6, 2025factForm ADV

Dated events

Occurred
Nov 5, 2025
Advisor changed firm
Jacob Matthew Flinchum left Pcm Encore, Llc for Fisher Investments (registered 2026-01-15)
Form ADVobserved 5 days ago
Occurred
May 6, 2025
Advisor changed firm
Jacob Matthew Flinchum left Dash Investments for Pcm Encore, Llc (registered 2025-05-07)
Form ADVobserved 5 days ago
Occurred
Jul 6, 2023
Advisor changed firm
Jacob Matthew Flinchum left Fisher Investments for Dash Investments (registered 2023-07-19)
Form ADVobserved 5 days ago