Jonathan Resin
Jonathan Resin is a registered investment advisor at RBC Capital Markets, LLC, based in El Segundo, CA, with 33 years of industry experience. Jonathan 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
Firm Size
IM Fee
Assets Under Management
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.
Location
2361 Rosecrans Ave, Suite 460, El Segundo, CA, 90245-7910
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Regulatory History (1)
Customer Dispute
May 2000Other Business Activities
Jonathan is on the finance committee for Congregation Tikvat Jacob, a non-profit, and a passive owner of Sand Tree Perris, LLC, a real estate development company. He also serves on the board of directors for Quarry Employee Scholarship Foundation, offering feedback on investments.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
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.