Jack Fierro
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, LLCAug 2025 to now
- CitigroupMay 2023 to Aug 2025
- CitigroupJun 2022 to Aug 2022
- Aaron CapitalJun 2021 to Aug 2021
- Wells Fargo AdvisorsJun 2020 to Aug 2020
- Irfan ConsultancyFeb 2020 to May 2020
- Carnegie Mellon UniversityAug 2019 to May 2023
- Orange Lutheran High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
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
- 7728621
- Firm CRD
- 31194