Allison Maee Jacobson
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 2024 to now
- LPL Financial LLCSep 2023 to Mar 2024
- Western State BankSep 2023 to Mar 2024
- First International Bank & TrustAug 2022 to Jun 2023
- Gate City BankApr 2021 to May 2022
- ScheelsOct 2020 to Feb 2021
- Student At North Dakota State UniversityAug 2019 to May 2023
- Scheels All SportsSep 2018 to Feb 2019
- Scheels Home and HardwareApr 2018 to Sep 2018
- Student Oak Grove High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (ND, 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
- 7753312
- Firm CRD
- 31194