Unclaimed Profile

Jonathan Orlo Murray

MURRAY FINANCIAL GROUP, LLC·ALBERT LEA, Minnesota

Clean record12 years registeredMURRAY 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 · 12 years registered

Brand Profile

Not yet started

Career History

ISC FINANCIAL ADVISORS

Jan 2014 – present

Registrations & Exams

Registration record

First registered · January 31, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MURRAY FINANCIAL GROUP, LLC

CRD 157626 · SEC 801-72585

AUM

$1.2B

Regulatory assets under management

Employees

3,119 client accounts

Services offered by MURRAY FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MURRAY FINANCIAL GROUP, LLC →

Introduction

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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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