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Jonathan Orlo Murray

Isc Financial Advisors

Albert Lea, MN

CRD 6296258

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Employer firm

Isc Financial Advisors CRD 157626

$1.55B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Isc Financial Advisors

200 North Broadway Ave., Albert Lea, MN 56007 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-05-25
MN RA APPROVED 2014-01-31
  • TX RA
    APPROVED_RES
    Since 2018-05-25
  • MN RA
    APPROVED
    Since 2014-01-31

Branch Locations

200 North Broadway Ave., Albert Lea, MN 56007 • 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
Isc Financial Advisors Albert Lea MN 06/2013 Present
Other Businesses

Albert Lea Hockey Association, Coach, non-investment related, less than 10% of his time is spent on this activity.

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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Nearby Investors

Alexander Joel Johnston
DAVID JOHN KLATT
Angela Lee Eggum

Nearby Offices

EDWARD JONES · ALBERT LEA, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Albert Lea, MN
EDWARD JONES · ALBERT LEA, MN

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