Christopher Jacobs
Christopher Jacobs is a registered investment advisor at RBC Capital Markets, LLC, based in Spokane, WA, with 32 years of industry experience. Christopher 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
601 West Main Avenue, Suite 1215, Spokane, WA, 99201-0615
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Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
Christopher owns a single-family rental property with his spouse since 2022. He handles maintenance, renter communication, and record-keeping, dedicating minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Wm Financial Services, INC.Broker
Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations45 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.