Jordan BastienCRD Number: 6637106
Current Firm: Rbc Capital Markets, LLC
Jordan Bastien (CRD# 6637106) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|City National Bank||Philadelphia, PA||Dec 2019 - Current||3|
|Rbc Capital Markets, LLC||Philadelphia, PA||Jun 2018 - Current||5|
|Self-employed||Philadelphia, PA||Jan 2018 - May 2018||< 1|
|Worth Financial Management Llc Dba Worthfm||Philadelphia, PA||Feb 2016 - Dec 2017||1|
|Abington Friends School||Jenkintown, PA||Jul 2012 - Feb 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S65||NASAA Investment Advisors Law Examination||Jun 2016|
Total Assets Under Management183,481MILLIONS
Total Number of Accounts423,124ACCOUNTS
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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