Thomas Isaacs
Thomas Isaacs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9995 Gate Parkway, Suite 300, Jacksonville, FL, 32246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an officer and CEO of Coastal Oak Wealth Advisors, a marketing DBA for his firm, and spends minimal time on it. He also owns TJI Wealth Management LLC, a corporation used for payroll, and spends minimal time on that as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Quasar Distributors, LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations7 states
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