Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Isaacman is a financial advisor with Charles Schwab & Co., Inc. Jonathan has been in the securities industry for over 23 years. Jonathan is a Certified Financial Planner™ professional. His office is located in Los Angeles, California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
08/02/2022 - Present
Charles Schwab & CO., Inc. (Los Angeles CA)
CA
04/16/2014 - 06/23/2022
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
NY
06/10/2013 - 04/02/2014
MERRIMAN CAPITAL, INC. (NEW YORK NY)
CA
01/28/2013 - 04/15/2013
BROOKLINE GROUP, LLC (NEWPORT BEACH CA)
CA
08/23/2004 - 09/20/2012
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
IL
04/28/2004 - 06/04/2004
RUSHTRADE SECURITIES (CHICAGO IL)
NY
04/24/2001 - 07/18/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
09/21/1998 - 04/12/2001
NDB CAPITAL MARKETS, LP (NEW YORK NY)
CA
02/18/1997 - 08/13/1998
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
NY
01/25/1996 - 04/30/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 05/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jonathan Isaacman is the right advisor for you? Invested Better is here to help.
