# JEFFREY MICHAEL ISOM

JEFFREY MICHAEL ISOM is an investment adviser representative (IAR) with state registration records since 2010, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-09-21 | present | Yes |
| [FIRST COMMAND ADVISORY SERVICES](https://search.stillhousedata.com/firm/281958) | 2016-09-01 | 2016-10-31 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2016-05-20 | 2016-07-15 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2014-07-23 | 2016-05-09 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2010-04-06 | 2014-01-08 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2010-04-06 | 2014-07-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5753723)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5753723.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.