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Samuel J Isaac

Edward Jones

Phoenix, AZ

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-08
  • AZ RA
    APPROVED
    Since 2026-05-08

Branch Locations

15425 S 40Th Place Suite 2, Phoenix, AZ 85044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group Inc Scottsdale AZ 01/2021 11/2021
Hillcrest Lutheran Academy Fergus Falls MN 08/2011 05/2017
Grand Canyon University Phoenix AZ 08/2017 12/2020
Newman Painting Fergus Falls MN 05/2013 07/2017
Grand Canyon University Phoenix AZ 10/2017 07/2018
Grand Canyon Education Phoenix AZ 07/2018 07/2020
Inspiration Point Christian Camp And Retreat Center Clitheral MN 05/2018 08/2018
Northstar Home Tempe AZ 01/2019 08/2019
Aerotek Phoenix AZ 04/2020 05/2020
Charles Schwab Corporation Phoenix AZ 07/2020 12/2020
Morgan Stanley Gilbert AZ 11/2021 08/2023
Merrill Lynch Phoenix AZ 08/2023 05/2026
Bank Of America Na Phoenix AZ 09/2023 05/2026
Edward Jones St Louis MO 05/2026 Present
  • 01/2021 → 11/2021
    The Vanguard Group Inc
    Scottsdale, AZ
  • 08/2011 → 05/2017
    Hillcrest Lutheran Academy
    Fergus Falls, MN
  • 08/2017 → 12/2020
    Grand Canyon University
    Phoenix, AZ
  • 05/2013 → 07/2017
    Newman Painting
    Fergus Falls, MN
  • 10/2017 → 07/2018
    Grand Canyon University
    Phoenix, AZ
  • 07/2018 → 07/2020
    Grand Canyon Education
    Phoenix, AZ
  • 05/2018 → 08/2018
    Inspiration Point Christian Camp And Retreat Center
    Clitheral, MN
  • 01/2019 → 08/2019
    Northstar Home
    Tempe, AZ
  • 04/2020 → 05/2020
    Aerotek
    Phoenix, AZ
  • 07/2020 → 12/2020
    Charles Schwab Corporation
    Phoenix, AZ
  • 11/2021 → 08/2023
    Gilbert, AZ
  • 08/2023 → 05/2026
    Merrill Lynch
    Phoenix, AZ
  • 09/2023 → 05/2026
    Bank Of America Na
    Phoenix, AZ
  • 05/2026 → Present
    St Louis, MO
Previous Registrations
Other Businesses

Rental Property Eau Claire, WI Start date: 11/16/2021 Co-Owner Hours per week: 1 Hours during trading: 0 Desc: I co-own a rental property in Wisconsin with my sibling and parents. I do not manage the property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
S63 Uniform Securities Agent State Law Examination 2021-03-16
  • S66 Uniform Combined State Law Examination
    2022-02-16
  • S63 Uniform Securities Agent State Law Examination
    2021-03-16
Other Names
  • Samuel J Isaac
  • Sam Isaac
  • Samuel Isaac
  • Samuel Jonathan Isaac

View on SEC IAPD

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