# James Jeffrey Proctor

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2026-05-19 | present | Yes |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2023-11-30 | 2025-01-21 | — |
| [GRADIENT ADVISORS, LLC](https://search.stillhousedata.com/firm/152665) | 2022-09-13 | 2023-12-01 | — |
| [UNITED ADVISORS AMERICA](https://search.stillhousedata.com/firm/147350) | 2017-04-19 | 2022-08-15 | — |
| [LAKE POINT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/170398) | 2014-10-21 | 2016-08-31 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2010-10-01 | 2014-07-16 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2009-06-17 | 2010-09-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5641831)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5641831.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.