Jennifer Wappaus
Jennifer Wappaus is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Vienna, VA, with 17 years of industry experience. Jennifer 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
8010 Towers Crescent Drive, 4th Floor, Vienna, VA, 22182
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Regulatory History (1)
Regulatory
November 2023Other Business Activities
Jennifer serves on the advisory board of Old Dominion National Bank and is involved with the Association of Corporate Growth. She also owns Wolf Pack Lax, LLC, coaches lacrosse, and is the treasurer for the non-profit Haystack Project, dedicating minimal time to each of these activities.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Pagnatokarp Partners, LLC
Metropolitan Capital Strategies LLC
Lara, Shull & May, LLC
Lara, Shull & May, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations10 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.