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JEFFREY MICHAEL ISOM
Jeff Isom
CRD#: 5753723
IA
Investment Adviser
B
Broker
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 Weatherford, TX
CHARLES SCHWAB & CO., INC.CRD#: 5393 Weatherford, TX
Registration History
2010201220142016201820202022202420263 FIRMS2010 - 2014 (4 years)2 FIRMS2014 - 2016 (1 year)3 FIRMS2016 - 2016 (<1 year)IASCHWAB WEALTH ADVISORY, INC. (CRD# 159035)2021 - Present (3 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2016 - Present (8 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2016 - 2021 (4 years)
License(s)

State Registrations

B
Alabama 1/4/2020

B
Nebraska 1/4/2020

B
Alaska 6/19/2020

B
Nevada 6/19/2020

B
Arizona 6/19/2020

B
New Hampshire 1/4/2020

B
Arkansas 1/4/2020

B
New Jersey 2/24/2017

B
California 1/3/2017

B
New Mexico 6/19/2020

B
Colorado 6/19/2020

B
New York 2/24/2017

B
Connecticut 6/19/2020

B
North Carolina 6/19/2020

B
Delaware 6/19/2020

B
North Dakota 6/19/2020

B
District of Columbia 1/4/2020

B
Ohio 6/19/2020

B
Florida 2/24/2017

B
Oklahoma 1/4/2020

B
Georgia 6/19/2020

B
Oregon 1/4/2020

B
Hawaii 1/4/2020

B
Pennsylvania 1/4/2020

B
Idaho 6/19/2020

B
Puerto Rico 10/11/2021

B
Illinois 6/19/2020

B
Rhode Island 6/19/2020

B
Indiana 1/4/2020

B
South Carolina 6/19/2020

B
Iowa 6/19/2020

B
South Dakota 1/4/2020

B
Kansas 6/19/2020

B
Tennessee 6/19/2020

B
Kentucky 6/19/2020

B
Texas 11/30/2016

B
Louisiana 6/19/2020

IA
Texas 9/21/2021

B
Maine 1/4/2020

B
Utah 1/4/2020

B
Maryland 1/4/2020

B
Vermont 1/4/2020

B
Massachusetts 1/4/2020

B
Virgin Islands 10/11/2021

B
Michigan 1/4/2020

B
Virginia 6/19/2020

B
Minnesota 6/19/2020

B
Washington 6/19/2020

B
Mississippi 6/19/2020

B
West Virginia 6/19/2020

B
Missouri 6/19/2020

B
Wisconsin 6/19/2020

B
Montana 6/19/2020

B
Wyoming 6/19/2020

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SCHWAB WEALTH ADVISORY, INC. (CRD#:159035)
Weatherford, TX
Registered with this firm since 9/21/2021

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
Weatherford, TX
Registered with this firm since 11/30/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/30/2016 - 09/21/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Westlake, TX
IA
09/01/2016 - 10/31/2016 FIRST COMMAND ADVISORY SERVICES (CRD#:281958) FORT WORTH, TX
B
08/30/2016 - 10/31/2016 FIRST COMMAND FINANCIAL PLANNING, INC. (CRD#:3641) FORT WORTH, TX
IA
05/20/2016 - 07/15/2016 CREATIVE PLANNING (CRD#:105348) Omaha, NE
IA
07/23/2014 - 05/09/2016 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) LA VISTA, NE
B
07/22/2014 - 05/09/2016 SECURITIES AMERICA, INC. (CRD#:10205) LAVISTA, NE
IA
04/06/2010 - 07/14/2014 TD AMERITRADE, INC. (CRD#:7870) FORT WORTH, TX
B
03/03/2010 - 07/14/2014 TD AMERITRADE, INC. (CRD#:7870) FORT WORTH, TX
IA
04/06/2010 - 01/08/2014 AMERIVEST INVESTMENT MANAGEMENT, LLC (CRD#:111514) FORT WORTH, TX
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.