Irving Isaacson, financial advisor Phoenix AZ
93 score

Irving Isaacson

CRD Number: 1947009
Current Firm: Mjm401k, LLC

Irving Isaacson (CRD# 1947009) is an Investment Advisor Representative working at Mjm401k, LLC in Phoenix, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Mjm401k, LLC Phoenix, AZ May 2007 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Irving M. Isaacson
Phone Number: (602) 224-5599
Firm Website: https://www.mjm401k.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    417
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $23,177,778
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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