Jarrad Dimaggio
Jarrad Dimaggio is a registered investment advisor at RBC Capital Markets, LLC, based in San Jose, CA, with 16 years of industry experience. Jarrad 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
99 Almaden Boulevard, Suite 300, San Jose, CA, 95113-1603
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jarrad is an agent with Summit Financial Group, LLC, selling fixed insurance products, and owns D5 Solutions, a consulting firm for insurance agents and financial advisors. He dedicates minimal time to both activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Farmers Financial Solutions, LLCBroker
Saybrus Equity Services, INCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations30 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.