JK
CFP
JK
CFP

Jayson Kaus

32 Years of Experience
Buffalo Grove, IL
Broker

Jayson Kaus is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Buffalo Grove, IL, with 32 years of industry experience. Jayson 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

2150 E. Lake Cook Road, Suite 405, Buffalo Grove, IL, 60089-8224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jayson has 50% business ownership in Slater Investments LLC, a real estate investment company, dedicating minimal time. He is also a committee member of the Lake Forest Lake Bluff Rotary Club, a charitable organization, dedicating minimal time.

Employment History
Current Registrations
RBC Capital Markets, LLC
April 2019 - Present · 7 yrs 1 mo
RBC Capital Markets, LLCBroker
April 2019 - Present · 7 yrs 1 mo
RBC Capital Markets, LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2019 · 11 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2008 - April 2019 · 11 yrs 3 mos
A. G. Edwards & Sons, INC.
June 2000 - January 2008 · 7 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
June 1999 - January 2008 · 8 yrs 7 mos
Edward D. Jones & CO., L.P.Broker
May 1993 - June 1999 · 6 yrs 1 mo
State Registrations36 states
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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.