Jennifer Bearnson, financial advisor Salt Lake City UT

Jennifer Bearnson

CRD Number: 2387926
Current Firm: Rbc Capital Markets, LLC

Jennifer Bearnson (CRD# 2387926) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Corporation Salt Lake City, UT Jan 2004 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Jennifer Bearnson
Phone Number: 212-858-7000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, 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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