Jason Sperber, financial advisor Paramus NJ
93 score

Jason Sperber

CRD Number: 5299829
Current Firm: Rbc Capital Markets, LLC

Jason Sperber (CRD# 5299829) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Paramus, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Paramus, NJ Oct 2009 - Current 7
Wachovia Securities, LLC Wayne, NJ Dec 2007 - Oct 2009 1
Wachovia Securities, LLC Summit, NJ Aug 2007 - Oct 2007 < 1
Oppenheimer & Co New York, NY Jan 2007 - Jul 2007 < 1
Unemployed Bristol, RI Jan 2000 - Dec 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Jason C. Sperber
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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