Unclaimed Profile

Jonathan Orlo Murray

MURRAY FINANCIAL GROUP, LLC·ALBERT LEA, Minnesota

Clean recordMURRAY FINANCIAL GROUP, LLC

200 NORTH BROADWAY AVE., ALBERT LEA, MN 56007CRD# 6296258Firm CRD# 157626

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Orlo Murray · ALBERT LEA, MN

Registration

CRD #6296258 · MURRAY FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Orlo Murray is a registered financial advisor based in ALBERT LEA, Minnesota, affiliated with MURRAY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MURRAY FINANCIAL GROUP, LLC

ISC FINANCIAL ADVISORS

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MURRAY FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6296258

Firm CRD# 157626

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Orlo Murray offer?

Jonathan Orlo Murray specializes in Financial Planning, Investment Management. Contact their office in ALBERT LEA, Minnesota for a consultation.

What are Jonathan Orlo Murray's credentials?

Jonathan Orlo Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Orlo Murray located?

Jonathan Orlo Murray is based in ALBERT LEA, Minnesota, working with MURRAY FINANCIAL GROUP, LLC. Their office serves clients in the ALBERT LEA metropolitan area and surrounding communities.

How does Jonathan Orlo Murray charge for services?

Jonathan Orlo Murray's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MURRAY FINANCIAL GROUP, LLC?

MURRAY FINANCIAL GROUP, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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