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Marissa Michele Jones

Investment adviser representative at RBC Capital Markets, LLC
13 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

13 years in the industry.

  1. City National BankMar 2022 to now
  2. RBC Capital Markets, LLC.Mar 2019 to now
  3. Rocky Mountain CollegeJun 2018 to May 2019
  4. Unemployed/illnessJun 2017 to Jun 2018
  5. Montana State University BillingsJun 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (MT, 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
6662423
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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