Industry: 1996
KAR: 2025
Jonathan Isaacman, CFP®, CIMA®, CPWA®
Managing Director, Business Development Officer
Start Date
Education
B.A., Business Administration, Loyola Marymount University
Prior Work Experience
- Regional Director – Schwab Asset Management
- Vice President, Financial Consultant – Charles Schwab
- Vice President, Financial Consultant – Fidelity Investments
Certifications and Credentials
- Certified Financial Planner™
- Certified Investment Management Analyst®
- Certified Private Wealth Advisor®
- Series 7, 9, 10, 24, 63 & 66
What Do You Enjoy Most About Your Job?
The most rewarding part of my role is earning the trust of business partners and clients across Southern California and Nevada by understanding their goals and aligning them with the full breadth of our firm’s capabilities. I thrive in this competitive business and take pride that we get to do the right thing for our clients—delivering tailored strategies and thoughtful advice that inspire lasting confidence.
What Do You Enjoy Most About Working at KARWA?
What I enjoy most about working at Kayne Anderson Rudnick is that I get to represent a firm whose culture truly aligns with my own values. John Anderson’s focus on “doing the right thing” still drives how we operate today, and I see it in the way we treat clients, partners, and each other. In my role covering Southern California and Nevada, I get to work with incredibly talented, collaborative colleagues to help clients navigate complex markets with strategies built to protect and grow their wealth over time. It’s fulfilling to know that the work we do not only earns their trust but genuinely makes a difference in their financial lives.
What Are You Involved in Outside of Work?
Outside of work, I spend as much time as possible with my family. We live in Los Angeles, where we’re active in the community and enjoy supporting local initiatives that make a positive impact. I’m also passionate about tennis, cycling, and exploring great food around the city.
How Does KARWA Approach Wealth Management Differently?
At Kayne Anderson Rudnick, we approach wealth management with a focus on protecting and growing our clients’ wealth through all market environments. Covering Southern California and Nevada, I help clients navigate volatility by emphasizing high‑quality companies, thoughtful fixed income positioning, and selective use of alternative strategies to diversify and reduce downside risk. I take pride in the fact that our senior investment professionals invest alongside our clients, which reinforces the discipline behind every decision we make and reflects the long‑term mindset I bring to each relationship.
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