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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin B. Isaac is an Investment Advisor Representative at Advisors Capital Management, LLC. Justin has been working in the financial industry since 2001, and has experience with a variety of firms. Justin holds both Series 7 and Series 66 licenses and is registered in California as an Investment Advisor Representative. Justin has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
09/26/2023 - Present
Advisors Capital Management, LLC (Aliso Viejo CA)
CA
02/02/2021 - 10/26/2023
GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)
CA
07/07/2014 - 05/01/2019
J.P. MORGAN SECURITIES LLC (NEWPORT BEACH CA)
CA
10/16/2012 - 05/28/2014
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
08/11/2010 - 09/26/2012
UBS FINANCIAL SERVICES INC. (CARLSBAD CA)
CA
06/01/2009 - 08/23/2010
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
06/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
CA
04/01/2008 - 05/06/2008
MORGAN STANLEY & CO. INCORPORATED (LA JOLLA CA)
CA
04/01/2008 - 04/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
06/25/2001 - 02/26/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/2001 - 02/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
10/18/2000 - 06/13/2001
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 05/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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