Jonathan Isaac, financial advisor Tucson AZ
96 score

Jonathan Isaac

CRD Number: 5964037
Current Firm: Quilt Investment Management, LLC

Jonathan Isaac (CRD# 5964037) is an Investment Advisor Representative working at Quilt Investment Management, LLC in Tucson, AZ and has over 6 years of experience in the finance industry. Jonathan Isaac has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Quilt Investment Management, LLC Tucson, AZ Dec 2015 - Current 2
Metlife Securities Inc. Los Angeles, CA Aug 2011 - Dec 2015 4
Isaac Family Investments New Britain, CT May 2009 - Aug 2011 2
Semiotext Los Angeles, CA Sep 2008 - Jun 2010 1
Unemployed Los Angeles, CA Jun 2005 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jonathan Isaac
Phone Number: (310) 954-6702
Registered State(s):
  • AZ
Current Firm Details
Quilt Investment Management, LLC
Firm's CRD Number: 282545
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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