James Jeffrey Proctor is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with FISHER ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | 2026-05-19 | present | Yes |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2023-11-30 | 2025-01-21 | — |
| GRADIENT ADVISORS, LLC | 2022-09-13 | 2023-12-01 | — |
| UNITED ADVISORS AMERICA | 2017-04-19 | 2022-08-15 | — |
| LAKE POINT WEALTH MANAGEMENT, LLC | 2014-10-21 | 2016-08-31 | — |
| OSAIC SERVICES, INC. | 2010-10-01 | 2014-07-16 | — |
| EQUITABLE ADVISORS, LLC | 2009-06-17 | 2010-09-20 | — |