Jordan
Isbell
E*Trade Capital Management, LLC
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About this Advisor
Jordan Isbell is a financial advisor working out of Sandy, Utah, who has 6 years of relevant experience. Isbell is on the advisory team at E*Trade Capital Management, LLC. Their career trajectory has included roles at Fidelity Investments, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Isbell has Series 66 and Series 63 licenses, certifying them as a securities broker, and can advise clients in Texas and Utah. E*Trade Capital Management, LLC is a financial advisory business that has its headquarters in Arlington, VA. It controls $7 billion in assets among its 90,806 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 90,806 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types charged by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E*Trade Capital Management, LLC Brokerage Details
$7,406,529,807
90,806
$81,564
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jordan Isbell Work History
Jordan has been registered as a financial advisor for 6 years.*
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Fidelity Investments
*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 Jordan Isbell 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 E*Trade Capital Management, LLC
Arlington, VA
Chicago, IL
Sandy, UT
Arlington, VA
Arlington, VA
Arlington, VA
Sandy, UT
Arlington, VA
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