JD
JD

Jonathan Patrick Donahue

13 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
614 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$817.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

5365 Reno Corporate Dr, Suite 200, Reno, NV, 89511

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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

Jonathan is a sole proprietor consultant for hedge funds since 2017, operating from his residence. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
Rb Capital Management, LLC
February 2018 - Present · 8 yrs
Previous Registrations
Ela Capital Management LLC
October 2004 - February 2010 · 5 yrs 4 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.