Vernon Isaacs (CRD# 5031543) is an Investment Advisor Representative working at Edward Jones in Westfield, IN and has over 18 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Sep 2019 - Current | 4 |
| Lafayette Bank & Trust Co | Greenfield, IN | Nov 2015 - Sep 2019 | 3 |
| Cetera Investment Services LLC | St. Cloud, MN | Nov 2015 - Sep 2019 | 3 |
| Cetera Investment Advisers LLC | Greenfield, IN | Nov 2015 - Sep 2019 | 3 |
| The Huntington Investment Company | Columbus, OH | Jul 2014 - Nov 2015 | 1 |
| Fifth Third Securities | Carmel, IN | Jun 2010 - Jul 2014 | 4 |
| Fifth Third | Carmel, IN | May 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- IN
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
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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