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Jarrad John Dimaggio

Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
2 statesRegistered in
$310.4BFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. RBC Capital Markets, LLCJan 2023 to now
  2. UnemployedNov 2022 to Dec 2022
  3. Minnesota Life Insurance CoOct 2021 to Nov 2022
  4. Securian Financial Services IncOct 2021 to Nov 2022
  5. Summit Financial Group LLCOct 2021 to Nov 2022
  6. Farmers Financial SolutionsMay 2016 to Oct 2021
  7. D5 SolutionsApr 2016 to Jan 2023
  8. Farmers InsuranceApr 2016 to Oct 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

RBC Capital Markets, LLC

$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5390915
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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