Jonathan
Doyle

City National Rochdale

CRD#4231144
Investment Advisor
in Chicago, IL

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About this Advisor

Jonathan Doyle is a financial advisor based out of Chicago, Illinois with 13 years of relevant experience. Doyle currently works for City National Rochdale. Their career trajectory has included roles at Rochdale Investment Management LLC and Rim Securities LLC. Doyle maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Minnesota, Montana, Ohio, Pennsylvania, South Carolina, Texas and Wisconsin. City National Rochdale is a registered investment firm that has its headquarters in New York, NY. The company has offices in nine locations and a total of 300 people on staff. It has $54 billion in assets across its 41,759 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 372 charitable organizations. Of its 41,759 customer accounts, 81% belong to high-net-worth investors who have at least $1 million in investable assets. City National Rochdale provides a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on the services. Fees billed by City National Rochdale most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Chicago, IL

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City National Rochdale Brokerage Details

Total Assets Under Management

$54,166,000,000

IL Average: $7,464,549,021
Total Number of Employees

300

IL Average: 88
Total Number of Accounts

41,759

IL Average: 3,892
Average Account Size

$1,297,110

IL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jonathan Doyle Work History

Jonathan has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Rochdale Investment Management LLC

2010 - Present (14 years)

Rim Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Doyle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at City National Rochdale

Matthew Larson
New York, NY
Nadia Gaston
New York, NY
Scott Wachs
New York, NY
David Shapiro
New York, NY
Leigh Bucholtz
Lake Mary, FL
Christopher Austin
Beverly Hills, CA
Adam Izaac
Beverly Hills, CA
John Rossiter
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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