Investment adviser representative · Fathom Advisors LLC
Jacob A. Isaacson
CRD 5178478 · Minneapolis, MN
At a glance
Jacob A. Isaacson is an investment adviser representative with Fathom Advisors LLC in Minneapolis, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacob’s SEC record dates to 2013, about 12 years ago.
Current advisory firm
- Fathom Advisors LLCSince September 2026Minneapolis, MN · $0M in regulatory assets
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jacob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Fathom Advisors LLC
- Nicholas R. AdamsMinneapolis
- Michael D. CassidyMinneapolis · Certified Financial Planner, Chartered Financial Consultant
- Randy G. DoroffMinneapolis · Certified Financial Planner
- Todd P. DoroffMinneapolis · Certified Financial Planner
- Elizabeth W. StokesMinneapolis · Certified Financial Planner
Every advisor at Fathom Advisors LLC →Fathom Advisors LLC: assets, clients and custodians →Financial advisors in Minneapolis, MN →Every Fathom Advisors LLC advisor in Minneapolis →Advisor Moves: who changed firms this week →