Grady O. Jackson

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Rbc Capital Markets, Llc
  Augusta, GA
• 07/2018 → Present
  City National Bank
  Augusta, GA

Previous Registrations

• 2009-06-01 → 2016-05-24
  Morgan Stanley
  Augusta, GA
• 2003-04-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Augusta, GA
  Augusta, GA

Other Businesses

(1) EPISCOPAL DAY SCHOOL; ADDRESS: 2248 WALTON WY AUGUSTA GA 30904; BUSINESS DESCRIPTION: ACADEMIC INSTITUTION; NOT INVESTMENT RELATED; START DATE: 06/30/2015; CAPACITY: OFFICER, DIRECTOR, BOARD OF DIRECTORS; DUTIES: CHAIRMAN - BOARD OF TRUSTEES; HOURS DEVOTED PER WEEK: .50; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: .25 (2) TREES FOR AUGUSTA; ADDRESS: AUGUSTA GA; BUSINESS DESCRIPTION: NOT FOR PROFIT; NOT INVESTMENT RELATED; START DATE: 10/01/2016; CAPACITY: OFFICER, BOARD OF DIRECTORS; DUTIES: CHAIRMAN - BOARD OF DIRECTORS; HOURS DEVOTED PER WEEK: .25; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: .25 3) NAME OF ENTITY: The Salvation Army of Augusta ADDRESS: 1833 Broad St, Augusta, GA 30904 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 12.05.24 CAPACITY: Committee/Council Member DUTIES: co-chair of steering committee regarding building new homeless shelter HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-19
• S63 Uniform Securities Agent State Law Examination
  1997-01-03

Other Names

• Gray Jackson
• Grady Overton Jackson
• Grady Overton Jackson
• Grady Overton Jackson Iii
• Grady Overton Jackson
• Grady O. Jackson Iii