Jonathan
Murray
Isc Financial Advisors
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About this Advisor
Jonathan Murray is a financial advisor based in Albert Lea, Minnesota, with a total of 9 years of industry experience. Murray is an advisor for Isc Financial Advisors. During their career, the advisor has held roles at Mayo Clinic Health Systems and Isc Financial Advisors. Murray can operate in Minnesota and Texas. Isc Financial Advisors is an advisory company headquartered in Albert Lea, MN. The investment advisory business has offices in two locations and a total of 15 financial advisors. It manages $1 billion in assets among its 2,864 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 2,864 customer accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on which services are provided. However, fee types billed by Isc Financial Advisors likely include any blend of asset-based and hourly fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Isc Financial Advisors Brokerage Details
$1,002,596,173
15
2,864
$350,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Murray Work History
Jonathan has been registered as a financial advisor for 9 years.*
Isc Financial Advisors
Mayo Clinic Health Systems
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Murray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Isc Financial Advisors
Albert Lea, MN
Albert Lea, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Albert Lea, MN
Minneapolis, MN
Albert Lea, MN
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