Jonathan Isaacman is a CFP-designated registered investment advisor, based in Los Angeles, CA, with 26 years of industry experience.
Location
Los Angeles, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
August 2025 - Present · 8 mos
Vp Distributors LLCBroker
August 2025 - Present · 8 mos
Vp Distributors LLC
August 2025 - Present · 8 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
August 2022 - August 2025 · 3 yrs
Charles Schwab & CO., INC.
August 2022 - August 2025 · 3 yrs
Fidelity Personal and Workplace Advisors
July 2018 - June 2022 · 3 yrs 11 mos
Strategic Advisers LLC
May 2014 - July 2018 · 4 yrs 2 mos
Fidelity Brokerage Services LLCBroker
April 2014 - June 2022 · 8 yrs 2 mos
Merriman Capital, INC.Broker
June 2013 - April 2014 · 10 mos
Brookline Group, LLCBroker
January 2013 - April 2013 · 3 mos
Roth Capital Partners, LLCBroker
August 2004 - September 2012 · 8 yrs 1 mo
Rushtrade SecuritiesBroker
April 2004 - June 2004 · 2 mos
Banc of America Securities LLCBroker
April 2001 - July 2002 · 1 yr 3 mos
Ndb Capital Markets, LPBroker
September 1998 - April 2001 · 2 yrs 7 mos
Cruttenden Roth IncorporatedBroker
February 1997 - August 1998 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
January 1996 - April 1996 · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.