JD
JD

Jeffrey Deyoung

42 Years of Experience
Palm Beach, FL
1 DisclosureBroker

Jeffrey Deyoung is a registered investment advisor at RBC Capital Markets, LLC, based in Palm Beach, FL, with 42 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

Palm Beach, FL

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History

Regulatory History (1)
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Customer Dispute
April 1999
Award / Judgment
Employment History
Current Registrations
RBC Capital Markets, LLC
September 2023 - Present · 2 yrs 10 mos
RBC Capital Markets, LLC
September 2023 - Present · 2 yrs 10 mos
RBC Capital Markets, LLCBroker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2010 - September 2023 · 13 yrs 3 mos
J.P. Morgan Securities LLCBroker
June 2010 - September 2023 · 13 yrs 3 mos
Deutsche Bank Securities INC.
January 2001 - June 2010 · 9 yrs 5 mos
Deutsche Bank Securities INC.Broker
January 2001 - June 2010 · 9 yrs 5 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
June 1994 - September 1997 · 3 yrs 3 mos
Smith Barney INC.Broker
July 1993 - July 1994 · 1 yr
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
March 1984 - April 1988 · 4 yrs 1 mo
Wall Street Financial INC.Broker
June 1983 - December 1984 · 1 yr 6 mos
State Registrations23 states
ALAZCACOFLGAILINLAMDMIMNMONCNVNYOHPASCTNTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.