Jonathan David Herzog
Investment adviser representative at RBC Rochdale, LLC
13 yearsExperience
4 statesRegistered in
CFADesignation
$73BFirm assets
Are you Jonathan David Herzog? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
13 years in the industry.
- RBC Rochdale, LLCAug 2018 to now
- City National RochdaleAug 2018 to now
- P-squared Capital ManagementMay 2013 to Aug 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 4 states (CA, NC, NY, TX).
RBC Rochdale, LLC
$73BAssets managed
17,054Clients
119Advisers
40 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
- 6325997
- Firm CRD
- 117198