Jacob Breitbach
Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
3 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
10 years in the industry.
- RBC Capital Markets, LLCJul 2026 to now
- Massmutual Life Insurance CoSep 2025 to Jul 2026
- Ascend FinancialJul 2025 to Sep 2025
- MML Investors Services, LLCJun 2025 to Jul 2026
- Huntington Bank/robert HalfFeb 2025 to Jul 2025
- Camp WinaduMay 2024 to Aug 2024
- Leo Hoffmann CenterJan 2024 to Apr 2024
- Chs Inc.May 2023 to Aug 2023
- City of Golden ValleyMay 2022 to Aug 2022
- City of Golden ValleyMay 2021 to Aug 2021
- Gustavus Athletics DepartmentSep 2020 to May 2024
- Gustavus Adolphus CollegeAug 2020 to Dec 2024
- Noodles and CompanySep 2018 to Aug 2020
- Robbinsdale Armstrong High SchoolAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, VI).
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
- 8119924
- Firm CRD
- 31194