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Charles Isaacson

Advisor at Edward Jones

Updated today

Location

Macon, MO 63552-0000

Credentials

Series 63, Series 66

Industry experience

22 years

About

Charles Isaacson is a financial advisor with Edward Jones in Macon, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he assists with managing his family farm in Callao, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including both discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1610 Gary St Suite A

Macon, MO 63552-0000

Most active in

Missouri · Texas

Work history

Edward Jones

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jackson K

Series 66

Macon, MO

Commonwealth Financial Network

Jackson King is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of experience running his own advisory firm, King Investment Strategies. He previously worked at Sturgeon High School and has a background that includes time as a student and experience in foundation repair. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of advisory support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jamie K

Series 66

Macon, MO

Commonwealth Financial Network

Jamie King is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at ICA - Macon Atlanta State Bank for 16 years and briefly at MA Financial. King is also the owner of King Investment Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew B

Series 66

Macon, MO

Edward Jones

Andrew Brown is a financial advisor at Edward Jones in Macon, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Brown serves as a lay pastor at Macon First Baptist Church, where he is involved in pulpit supply, curriculum oversight, and personnel coordination. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates a fiduciary standard in its advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Stacy T

Series 66

Macon, MO

Edward Jones

Stacy Taylor is a Series 66-registered financial advisor with Edward Jones, based in Macon, MO. She has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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