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CFP

Vernon Isaacs

Edward Jones
20 Years of Experience
Westfield, IN
Broker
View SEC Summary
View SEC Summary

Vernon Isaacs is a CFP-designated registered investment advisor at Edward Jones, based in Westfield, IN, with 20 years of industry experience. Vernon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

350 E Main Street, Westfield, IN, 46074

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Edward JonesBroker
September 2019 - Present · 7 yrs 1 mo
Edward Jones
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cetera Investment Services LLCBroker
November 2015 - September 2019 · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2015 - September 2019 · 3 yrs 10 mos
The Huntington Investment Company
August 2014 - November 2015 · 1 yr 3 mos
The Huntington Investment CompanyBroker
August 2014 - November 2015 · 1 yr 3 mos
Fifth Third Securities, INC.
June 2010 - July 2014 · 4 yrs 1 mo
Fifth Third Securities, INC.Broker
June 2010 - July 2014 · 4 yrs 1 mo
Chase Investment Services CORP.
August 2008 - May 2010 · 1 yr 9 mos
Chase Investment Services CORP.Broker
August 2008 - May 2010 · 1 yr 9 mos
Fifth Third Securities, INC.Broker
August 2007 - August 2008 · 1 yr
Chase Investment Services CORP.Broker
September 2005 - August 2007 · 1 yr 11 mos
State Registrations24 states
ALCACOFLGAILINKSKYLAMIMNMONCNDNYOHPARISCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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