Minority Owner · ISC Financial Advisors
Jonathan O. Murray
CRD 6296258 · Named on Form ADV at one SEC-registered adviser
At a glance
ISC Financial Advisors, an SEC-registered wealth manager based in Albert LEA, MN with $1.6 billion in regulatory assets, lists Jonathan O. Murray on its Form ADV as Minority Owner.
Firms and roles
- ISC Financial AdvisorsMinority OwnerWealth manager · Albert LEA, MN · $1.6B in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard J. MurrayManaging Member and Chief Compliance Officer, ISC Financial Advisors
- Lawrence T. GartnerMinority Owner, ISC Financial Advisors
- Timothy B. JaynesMinority Owner, ISC Financial Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.