Jennifer Ruppert
Jennifer Ruppert is a registered investment advisor at RBC Capital Markets, LLC, based in Centreville, VA, with 14 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
Centreville, VA
Get directionsHistory
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
Jennifer receives trails from non-variable insurance through Northwest Financial Group. She also provides administrative services full-time through Northwest Financial Advisors LLC, an independent investment advisor firm, and this entity is a DBA for her LPL business.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Northwest Financial Advisors LLC
LPL Financial LLCBroker
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Edelman Financial Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
PNC InvestmentsBroker
PNC Investments
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations41 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.