Jonathan Isaacman
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$39.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Kayne Anderson Rudnick Investment Management, LLCAug 2025 to now
- Vp Distributors, LLCAug 2025 to now
- Charles Schwab & Co., Inc.Jun 2022 to Jul 2025
- Charles Schwab Bank, SsbJun 2022 to Jul 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2022
- FidelityApr 2014 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kayne Anderson Rudnick Investment Management, LLC
$39.4BAssets managed
24,735Clients
36Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2675951
- Firm CRD
- 104599