Jeffrey Horn is a registered investment advisor at RBC Capital Markets, LLC, based in Beverly Hills, CA, with 46 years of industry experience. Jeffrey 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
9465 Wilshire Boulevard, Suite 700, Beverly Hills, CA, 90212-2351
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an owner of Edge Investments, a private equity investment firm, since 1996, dedicating minimal time. He also owns rental property in Long Beach since 2000, spending minimal time dealing with the management company and depositing checks.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
J.P. Morgan Securities INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Schroder & CO. INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Crowell, Weedon & CO.Broker
Eldredge & CO. Incorporated of CaliforiaBroker
The Southern California CorporationBroker
State Registrations37 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.