Isaiah Jones is a registered investment advisor, based in Omaha, NE, with 7 years of industry experience.
Location
14600 Branch Street, Omaha, NE, 68154
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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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Isaiah works as a BI Developer for CWM, DBA Carson Partners and CWM, LLC DBA Carson Group Holdings, both SEC registered investment advisory firms. This takes up a full-time commitment.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLC
January 2023 - Present · 3 yrs 4 mos
Cwm, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
May 2021 - September 2022 · 1 yr 4 mos
Woodbury Financial Services, INC.Broker
May 2021 - September 2022 · 1 yr 4 mos
Royal Alliance Associates, INC.Broker
May 2021 - September 2022 · 1 yr 4 mos
Fsc Securities CorporationBroker
May 2021 - September 2022 · 1 yr 4 mos
Sagepoint Financial, INC.Broker
May 2021 - September 2022 · 1 yr 4 mos
Securities America Advisors, INC.
January 2019 - September 2022 · 3 yrs 8 mos
Securities America, INC.Broker
September 2018 - September 2022 · 4 yrs
State Registrations1 state
NE
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.