Aldian David - Jonathan Isaacs

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 06/2022
  Florida Financial Advisors
  Tampa, FL
• 09/2012 → 06/2017
  Campion College
  Kingston
• 08/2017 → 05/2018
  Freedom High School
  Tampa, FL
• 08/2018 → 08/2019
  Hillsborough Community College
  Brandon, FL
• 08/2019 → 06/2021
  Florida State University
  Tallahassee, FL
• 11/2021 → 06/2022
  Trinity Wealth Securities
  Tampa, FL
• 07/2022 → 05/2024
  Guardian Life Insurance Company
  Tampa, FL
• 10/2022 → 05/2024
  Park Avenue Securities Llc
  Tampa, FL
• 06/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2022-10-27 → 2024-05-31
  Park Avenue Securities Llc
  Tampa, FL
• 2021-06-30 → 2022-07-13
  Florida Financial Advisors, Llc
  Tampa, FL

Other Businesses

1) Dawning Family Services- Advisory Team Member, Start Date: 08/17/2023, Address: 6718 N Armenia Avenue, Tampa, FL 33604, 2 total hours per month; 0 during securities trading hours, Not Investment related, No Annual Compensation, 2) You Tube-Content Creator, Start Date: 10/28/2023, Address: N/A, 14 total hours per month; 0 during securities trading hours, Not Investment related, Less than 10% Annual Compensation, 3) Tampa Bay Chamber of Commerce-Emerging Leaders of Tampa Bay, Start Date: 12/5/2023, Address: 201 North Franklin Street, Suite 201 Tampa, Florida 33602, 12 total hours per month; 4 during securities trading hours, Not Investment related, No Annual Compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-19

Other Names

• Aldian David-Jonathan Isaacs
• Aldian Isaacs
• Aldian David - Jonathan Isaacs