Jennifer Bottomley
Investment adviser representative at RBC Capital Markets, LLC
11 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
11 years in the industry.
- RBC Capital Markets, LLCOct 2025 to now
- LPL Financial, LLCSep 2019 to Oct 2025
- Northwest Financial Advisors LLCSep 2019 to Oct 2025
- Financial Engines Advisors L.L.C.Nov 2018 to Aug 2019
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCDec 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 5762344
- Firm CRD
- 31194