Jeremy Newton is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Alexandria, VA, with 18 years of industry experience. Jeremy 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
Alexandria, VA
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Regulatory History
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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Jeremy owns rental property since 2014, but has hired a property manager to handle all related matters. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
PNC InvestmentsBroker
Wells Fargo Advisors, LLCBroker
State Registrations52 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.