Jeremy Marshall Dimond
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.
- City National BankMay 2025 to now
- RBC Capital Markets, LLCJan 2025 to now
- ClientbookOct 2023 to Dec 2024
- Onset FinancialNov 2022 to Oct 2023
- InstacartJan 2022 to Dec 2024
- Snowline PackagingApr 2020 to Nov 2022
- Aperture MedicalAug 2019 to Mar 2020
- Jared JewelersDec 2017 to Dec 2019
- Upwell HealthJan 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8026959
- Firm CRD
- 31194