JB

Jeffrey Scott Broaddus

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000

ISCA generally charges a fee based on a percentage of assets under management, with a maximum of 1.30% annually, but all fees are subject to negotiation. Retirement plan accounts are subject to a minimum $5000 annual account fee. Accounts under the Empower platform have the option to use an ISCA-managed model and will be charged an additional 5 basis points. ISCA's fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningDivorce PlanningEducation PlanningInvestment ManagementHigh Net Worth
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Advisor Information

Office location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Isc Advisors, INC.
October 2023 - Present · 2 yrs 3 mos
Institutional Securities CorporationBroker
October 2023 - Present · 2 yrs 3 mos
Institutional Securities Corporation
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Mma Securities LLC Broker
January 2020 - October 2023 · 3 yrs 9 mos
Mma Securities LLC
January 2020 - October 2023 · 3 yrs 9 mos
Fidelity Personal and Workplace Advisors
July 2018 - May 2022 · 3 yrs 10 mos
Strategic Advisers LLC
February 2015 - July 2018 · 3 yrs 5 mos
Fidelity Brokerage Services LLCBroker
May 2014 - December 2019 · 5 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.