JM
JM

Jasmine Murakami

18 Years of Experience
San Francisco, CA
Broker

Jasmine Murakami is a registered investment advisor at RBC Capital Markets, LLC, based in San Francisco, CA, with 18 years of industry experience. Jasmine 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

345 California Street, San Francisco, CA, 94104-2642

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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

Jasmine owns rental property in San Francisco since 2022. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
RBC Capital Markets, LLC
May 2018 - Present · 8 yrs
RBC Capital Markets, LLCBroker
May 2018 - Present · 8 yrs
RBC Capital Markets, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - May 2018 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - May 2018 · 7 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
State Registrations28 states
ALARAZCACOCTDCDEFLGAHIILLAMAMDMNNCNHNJNMNVNYOHORSCTXVAWA
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.