Jack WatkinsCRD Number: 1121177
Current Firm: Rbc Capital Markets, LLC
Jack Watkins (CRD# 1121177) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Salt Lake City, UT and has over 34 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Rbc Capital Markets Corporation||Salt Lake City, UT||Mar 2008 - Current||9|
|Rbc Dain Rauscher Inc.||Salt Lake City, UT||Apr 1999 - Mar 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Nov 1993|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops