Jeffrey Anthony Wilson
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.
- RBC Capital Markets, LLCNov 2021 to now
- Seaforth SportfishingJun 2021 to Nov 2021
- TD AmeritradeNov 2020 to Nov 2021
- Seaforth Sportfishing Corp.Aug 2020 to Nov 2020
- Seaforth Sportfishing Corp.Jul 2019 to Jul 2020
- Mount Miguel Covenant VillageFeb 2019 to May 2019
- San Diego State UniversityJul 2017 to Aug 2019
- Charkbait! Sportfishing SuppliesApr 2015 to Jul 2019
- Cuyamaca Community CollegeAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7311239
- Firm CRD
- 31194