Isabelle M Lannertone
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Edward JonesNov 2024 to now
- LululemonNov 2022 to Nov 2024
- SchoolingOct 2021 to May 2022
- Everett Golf and Country ClubMay 2021 to Oct 2021
- Ace HardwareMay 2021 to Jul 2021
- Tapped MukilteoMay 2021 to Jul 2021
- Seattle UniversitySep 2020 to Mar 2024
- Froglegs Culinary Arts AcademyAug 2019 to Dec 2020
- Graysons ConsultingSep 2018 to Apr 2019
- Gracie Jiu-jitsu MukilteoJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8002242
- Firm CRD
- 250