Samuel J Isaac
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Edward JonesMay 2026 to now
- Bank of America NASep 2023 to May 2026
- Merrill LynchAug 2023 to May 2026
- Morgan StanleyNov 2021 to Aug 2023
- The Vanguard Group IncJan 2021 to Nov 2021
- Charles Schwab CorporationJul 2020 to Dec 2020
- AerotekApr 2020 to May 2020
- Northstar HomeJan 2019 to Aug 2019
- Grand Canyon EducationJul 2018 to Jul 2020
- Inspiration Point Christian Camp and Retreat CenterMay 2018 to Aug 2018
- Grand Canyon UniversityAug 2017 to Dec 2020
- Newman PaintingMay 2013 to Jul 2017
- Hillcrest Lutheran AcademyAug 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7281497
- Firm CRD
- 250