Justin Isaac (CRD# 4283418) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Aliso Viejo, CA and has over 16 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Capital Management | Ridgewood, NJ | Sep 2023 - Current | < 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Apr 2019 - Current | 5 |
| Jpmorgan Securrities LLC | Newport Beach, CA | Jun 2014 - Apr 2019 | 4 |
| Strategic Advisors Inc. | San Diego, CA | Dec 2012 - Jun 2014 | 1 |
| Fidelity Brokerage Services LLC | San Diego, CA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- CA
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Total Assets Under Management7,440MILLIONS
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Total Number of Accounts12,646ACCOUNTS
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Average Account Value$588,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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