Jared Wade Hoffman
Investment adviser representative at RBC Capital Markets, LLC
11 yearsExperience
1 stateRegistered 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 2026 to now
- Frost BankJun 2025 to Mar 2026
- Mitsui Energy Marketing ServicesMay 2024 to Aug 2024
- Stream Realty PartnersMay 2023 to Aug 2023
- Graco Real EstateOct 2022 to May 2025
- Texas Tech UniversityAug 2021 to May 2025
- Public SchoolMay 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8242344
- Firm CRD
- 31194