Chris Isom Email & Phone Number
Financial Advisor @ Edward Jones
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Chris Isom Location
- Meridian, MS, US
Chris Isom Work
- 2024 -now Financial Advisor @
- 2022 -2024 Financial Planner @ Capital Planning Group, LLC
- 2014 -2022 Financial Advisor @
- 2012 -2014 Registered Client Service Associate - Stifel @
- 2002 -2013 Youth Pastor @ The Evangel Temple Church
- 2008 -2011 Financial Service Specialist @
Chris Isom Education
- Mississippi State University
Bachelor of Business Administration (B.B.A.) (Business Administration, IT, Economics, Management)
2003-2005 - Lee University
Transfer (Student Leadership Council)
2002-2003 - Meridian Community College
University Transfer (MCC Student Recruiter)
2000-2002
Chris Isom Skills
- Alternative Investments
- Series 63
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- Series 6
- Roth IRA
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- FINRA
- High Net Worth Individuals
- Microsoft Office
- Investment Strategies
- Microsoft Word
- Asset Management
- Customer Service
- ETFs
- Trading
- Retirement
- Series 65
- Options
- Series 7
- Securities
- Healthcare
- Project Management
- Community Outreach
- Pastoral Care
- Sales
Chris Isom Summary
- Chris Isom, based in Meridian, MS, US, is currently a Financial Advisor at Edward Jones. Chris Isom brings experience from previous roles at Capital Planning Group, LLC, AIG Retirement Services, Stifel Financial Corp. and The Evangel Temple Church. Chris Isom holds a 2003 - 2005 Bachelor of Business Administration (B.B.A.) in Business Administration, IT, Economics, Management @ Mississippi State University. With a robust skill set that includes Alternative Investments, Series 63, Retirement Planning, Portfolio Management, Investments and more. Chris Isom has 3 emails on RocketReach.
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