JC
CFP
JC
CFP

Jackson Cousins

12 Years of Experience
Portland, ME
Broker

Jackson Cousins is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Portland, ME, with 12 years of industry experience. Jackson 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

Two Portland Square, 5th Floor, Portland, ME, 04101-4088

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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

Jackson coached a 6th grade basketball team for South Portland Parks and Recreation from November 2014 to February 2015. This activity required minimal time and was outside of security trading hours.

Employment History
Current Registrations
RBC Capital Markets, LLC
June 2014 - Present · 11 yrs 11 mos
RBC Capital Markets, LLC
December 2013 - Present · 12 yrs 5 mos
RBC Capital Markets, LLCBroker
December 2013 - Present · 12 yrs 5 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAIDILINMAMDMEMIMNNCNHNJNMNVNYOHORPARISCTNTXVAVTVirgin IslandsWA
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.
Jackson Cousins - Financial Advisor | TrueAdvisor