Julia Jorss
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, LLCMar 2026 to now
- Morgan StanleyJun 2025 to Mar 2026
- Haverford Trust Securities Inc.Feb 2022 to May 2025
- Enterprise Rent - A- CarMay 2018 to Nov 2021
- Jcrew FactoryDec 2017 to Jan 2018
- Nike FactoryJul 2016 to Jan 2017
- University of DelawareAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7517765
- Firm CRD
- 31194