Rachel J Jimenez
Investment adviser representative at RBC Capital Markets, LLC
11 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
11 years in the industry.
- RBC Capital Markets, LLCJul 2021 to now
- Colorado Athletic ClubAug 2018 to now
- National Jewish HealthApr 2021 to Jul 2021
- My Fit FoodsMar 2021 to Apr 2021
- University of Colorado Anschutz Medical CampusFeb 2019 to Mar 2021
- Denver Physical TherapyJul 2017 to May 2018
- Berriegood CompanyJun 2017 to Aug 2020
- Anschutz Medical CampusDec 2016 to Jul 2017
- The Melting PotJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7418190
- Firm CRD
- 31194