Jacob John Boone
Investment adviser representative at RBC Capital Markets, LLC
3 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
3 years in the industry.
- RBC Capital Markets, LLC.Dec 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Dec 2019
- Illianos J&p RestaurantNov 2017 to Dec 2018
- GenovasSep 2017 to Apr 2018
- Outback SteakhouseAug 2017 to Dec 2017
- Towson UniversityJan 2017 to Dec 2018
- Oakmont GreenAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7060212
- Firm CRD
- 31194