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Jeffrey Michael Isom

Schwab Wealth Advisory, Inc.

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About Jeffrey Michael Isom

Jeffrey Michael Isom is a financial advisor with Schwab Wealth Advisory, Inc. Jeffrey has been in the financial services industry since June 2010. Jeffrey holds FINRA Series 7, 9, 10, 66, and SIE registrations. Jeffrey is currently registered in 53 states. Jeffrey is also registered with the state of Texas as an Investment Advisor Representative (IAR). Jeffrey has experience with various financial institutions including First Command Financial Planning, Inc. and Securities America, Inc. Jeffrey works with individual clients and businesses.

Firm Information

Jeffrey Isom is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jeffrey Isom’s Registration & Firm History

TX

09/21/2021 - Present

Schwab Wealth Advisory, Inc. (Weatherford TX)

TX

08/30/2016 - 10/31/2016

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

NE

07/22/2014 - 05/09/2016

SECURITIES AMERICA, INC. (LAVISTA NE)

TX

03/03/2010 - 07/14/2014

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 03/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/12/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Michael Isom.
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