Jeffery Isaacson (CRD# 1974540) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merrill, WI and has over 34 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Merrill, WI | Apr 2023 - Current | 1 |
| Peoples State Bank | Wausau, WI | Dec 2010 - Apr 2023 | 12 |
| Commonwealth Financial Network | Waltham, MA | Aug 2004 - Apr 2023 | 18 |
| Peoples Investment Consultants | Wausau, WI | Aug 2004 - Apr 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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