Matthew Dustin Jacobson
Investment adviser representative at RBC Securities, Inc.
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- RBC Securities, IncJul 2026 to now
- Equitable Advisors, LLCSep 2025 to Jul 2026
- UnemployedMay 2025 to Sep 2025
- Tom James CompanySep 2024 to Nov 2024
- Matthew Real Estate Investment ServicesJun 2024 to Jul 2024
- Joshua J Fine JewelryJun 2022 to Aug 2022
- Leight Heist "life Heist" ApparelMay 2022 to Dec 2022
- University of ArizonaJan 2022 to May 2025
- UnemployedJul 2021 to Dec 2021
- Western Oregon UniversityAug 2020 to Jun 2021
- Crespi Carmelite High SchoolAug 2017 to Jul 2020
- Notre Dame High SchoolAug 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 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
- 8149900
- Firm CRD
- 103705