Jared Markham
Investment adviser representative at RBC Securities, Inc.
13 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 yearsFirm in business
Are you Jared Markham? 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- RBC Securities, IncAug 2026 to now
- J.P. Morgan Securities LLCJul 2023 to Aug 2026
- JPMorgan Chase Bank, N.A.Jul 2023 to Aug 2026
- Bank of America, N.A.Nov 2019 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Jun 2023
- Citibank/citigroupAug 2017 to Nov 2019
- UnemployedMar 2017 to Jul 2017
- Santa Fe Natural Tobacco CompanyMar 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 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
- 7203429
- Firm CRD
- 103705