Jason
Newman

Rbc Capital Markets, LLC

CRD#4609505
Investment Advisor
in New York, NY
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About this Advisor

Jason Newman is a certified financial planner operating out of New York, New York, who has been in the advisory business for 10 years. Newman works at Rbc Capital Markets, LLC. They have been an employee of Rbc Capital Markets, Llc for their complete career. Newman has Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in California, New Jersey, North Carolina, Ohio, Louisiana and Texas. Rbc Capital Markets, LLC is a financial advisory business that has its headquarters in New York, New York. The investment advisory business has offices in 254 locations and a total of 7,115 advisors. It handles $106 billion in total assets among its 254,944 accounts, placing it among the largest firms in the nation by assets under management. Of its 254,944 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on the financial services offered. However, fees billed by Rbc Capital Markets, LLC can consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1211 Avenue Of The Americas Suite 3300
New York, NY 10036

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$106,032,037,430

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

7,115

NY Average: 88
Total Number of Accounts

254,944

NY Average: 3,892
Average Account Size

$415,903

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Newman Work History

Jason has 10 years of experience.

2008 - Present (11 years)

Rbc Capital Markets Corporation

Disclosures

Jason Newman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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