DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jacob Matthew Flinchum

Fisher Investmentsindependent RIAPlano, TxIA-onlyIAPD 6863426

Feed of 09/14/2026

Also filed as Jake Flinchum

At current firm

0 y

since Jan 15, 2026

In the industry

10 y

since Mar 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fisher Investments independent RIA current
since Jan 15, 2026 · Plano, Tx
Pcm Encore, LLC independent RIA
May 7, 2025 to Nov 5, 2025 · Addison, Tx
Dash Investments independent RIA
Jul 19, 2023 to May 6, 2025 · Plano, Tx
Fisher Investments independent RIA
Jun 29, 2020 to Jul 6, 2023 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Pcm Encore, LLC to Fisher Investments
left Nov 5, 2025, registered Jan 15, 2026 (71 days) · RIA to RIA
Dash Investments to Pcm Encore, LLC
left May 6, 2025, registered May 7, 2025 (1 days) · RIA to RIA
Fisher Investments to Dash Investments
left Jul 6, 2023, registered Jul 19, 2023 (13 days) · RIA to RIA

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address