This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 8, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Feb 8, 1996

First registration

May 13, 2014

Dual registered

yes, broker-dealer

Other names

JON EDEL ISAACMAN|JON EDELL ISAACMAN|JONATHAN EDEL ISAACMAN|JONATHAN D ISAACMAN|JONATHAN ISAACMAN|JONATHAN E ISAACMAN

IAPD individual key

2675951

• Occurred

  Aug 9, 2025
  Advisor changed firm

  Jonathan Isaacman left Charles Schwab & Co., Inc. for Kayne Anderson Rudnick Investment Management, Llc (registered 2025-08-14)

  Form ADVobserved 5 days ago
• Occurred

  Jun 24, 2022
  Advisor changed firm

  Jonathan Isaacman left Fidelity Personal And Workplace Advisors for Charles Schwab & Co., Inc. (registered 2022-08-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2de85abb-7c3a-cb20-1a5b-0a755a31c0c1

First observed

May 13, 2014

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.