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Jordan Isquith

Captrust

Phoenix, AZ

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-10-16
  • AZ RA
    APPROVED
    Since 2023-10-16

Branch Locations

2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • 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
Captrust Raleigh NC 07/2022 Present
Arizona State University Tempe AZ 08/2018 05/2022
Usa Baseball Cary NC 05/2021 08/2021
Sun Devil Athletics Tempe AZ 06/2019 08/2020
Chaparral High School Scottsdale AZ 08/2014 05/2018
Kona Coffee And Tea Scottsdale AZ 07/2017 03/2018
Between The Lines Scottsdale AZ 05/2017 07/2017
Sapporo Scottsdale AZ 02/2018 04/2018
Sip Coffee Scottsdale AZ 04/2018 08/2018
Amulet Protective Technologies Inc. Scottsdale AZ 10/2020 05/2021
  • 07/2022 → Present
    Captrust
    Raleigh, NC
  • 08/2018 → 05/2022
    Arizona State University
    Tempe, AZ
  • 05/2021 → 08/2021
    Usa Baseball
    Cary, NC
  • 06/2019 → 08/2020
    Sun Devil Athletics
    Tempe, AZ
  • 08/2014 → 05/2018
    Chaparral High School
    Scottsdale, AZ
  • 07/2017 → 03/2018
    Kona Coffee And Tea
    Scottsdale, AZ
  • 05/2017 → 07/2017
    Between The Lines
    Scottsdale, AZ
  • 02/2018 → 04/2018
    Sapporo
    Scottsdale, AZ
  • 04/2018 → 08/2018
    Sip Coffee
    Scottsdale, AZ
  • 10/2020 → 05/2021
    Amulet Protective Technologies Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-29
  • S65 Uniform Investment Adviser Law Examination
    2023-08-29
Other Names
  • Jordan Thomas Isquith

View on SEC IAPD

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ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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