Jeffrey Michael Isom

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2016 → 10/2016
  First Command Insurance Services, Inc
  Fort Worth, TX
• 11/2016 → Present
  Charles Schwab & Co., Inc.
  Weatherford, TX
• 09/2021 → Present
  Schwab Wealth Advisory Inc
  Weatherford, TX

Previous Registrations

• 2016-09-01 → 2016-10-31
  First Command Advisory Services
  Fort Worth, TX
• 2016-05-20 → 2016-07-15
  Creative Planning
  Omaha, NE
  Overland Park, KS
• 2014-07-23 → 2016-05-09
  Securities America Advisors, Inc.
  La Vista, NE
• 2010-04-06 → 2014-07-14
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
  Omaha, NE
• 2010-04-06 → 2014-01-08
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-03-29

Other Names

• Jeff Isom