JP
JP

John Pokladowski

20 Years of Experience
Lemoyne, PA
Broker

John Pokladowski is a registered investment advisor at RBC Capital Markets, LLC, based in Lemoyne, PA, with 20 years of industry experience. John 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

Renaissance Place, 635 North 12th Street, 2nd Floor, Lemoyne, PA, 17043-1225

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
October 2023 - Present · 2 yrs 7 mos
RBC Capital Markets, LLC
February 2006 - Present · 20 yrs 3 mos
RBC Capital Markets, LLCBroker
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
RBC Capital Markets, LLC
April 2006 - December 2019 · 13 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2004 - June 2005 · 9 mos
State Registrations5 states
ARMAMTPAUT
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.