Jacob Sterling
Investment adviser representative at RBC Capital Markets, LLC
10 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
10 years in the industry.
- City National BankApr 2022 to now
- RBC Capital Markets, LLCOct 2021 to now
- Live NationMay 2019 to Apr 2020
- Back Channel Brewing CompanyMay 2018 to Oct 2021
- North Star Marine ServicesMay 2018 to Sep 2020
- St. John's UniversitySep 2017 to May 2018
- Asil ServicesJun 2017 to Aug 2017
- St. John's UniversitySep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7452695
- Firm CRD
- 31194