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Isaac Jack Jodel

Investment adviser representative at RBC Capital Markets, LLC
12 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

12 years in the industry.

  1. RBC Capital Markets, LLCJun 2024 to now
  2. Cambridge International Advisory GroupJan 2024 to May 2024
  3. Kroger Law GroupJan 2021 to May 2024
  4. University of OregonSep 2018 to Jun 2022
  5. Decathlon Sports ClubJun 2017 to Oct 2019
  6. Serra High SchoolOct 2014 to Jan 2018
  7. Brix n ClixJul 2014 to Oct 2018
  8. Lefty's Sports CollectiblesJun 2014 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7738876
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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