Jeffrey James Butterfield

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

• 06/2010 → Present
  Rbc Capital Markets
  Lincoln, NE
• 07/2019 → Present
  City National Bank
  Lincoln, NE

Other Businesses

(1)NAME OF ENTITY: RADENE GOLDBERG STUMP MEMORIAL SCHOLARSHIP TRUST; ADDRESS: 808 GARFIELD ST BEATRICE, NE 68310; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: MEMORIAL SCHOLARSHIP TRUST; CAPACITY: COMMITTEE/COUNCIL MEMBER; START DATE: 03/2020; DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER FOR THE RADENE GOLDBERG STUMP MEMORIAL SCHOLARSHIP WHICH WILL BE AWARDED ANNUALLY TO HIGH SCHOOL GRADUATE STUDENTS FROM BEATRICE, NEBRASKA PUBLIC SCHOOLS; HOURS DEVOTED PER MONTH: .25 HOURS; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: .25 HOURS; (2) NAME OF ENTITY: Rural Water District No. 1 Lancaster County, NE ADDRESS: 310 Fir Street PO Box 98 Bennet, NE 68317 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-profit quasi municipality CAPACITY: Board of Directors START DATE: 3/9/2022 DUTIES: The Board of Directors oversees the management and function of the Rural Water District that serves southern and the southeast portion of Lancaster County HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: South Ridge Acres Homeowner's Association ADDRESS: INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Governing body for the South Ridge Acres development in Lancaster County START DATE: 10.15.23 CAPACITY: Board of Directors DUTIES: As Secretary I will be required to keep the minutes of all meetings; serve notice of meetings of the Board and of the members, keep current records. HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (4) NAME OF ENTITY: Morning Run LLC ADDRESS: 1120 K Street Suite 200 Lincoln Nebraska 68508 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: 08/08/2025 CAPACITY: Partner DUTIES: The LLC was established as my spouse will eventually inherit some property from her parents. We will also plan to evaluate future, potential, real estate investment opportunities utilizing this LLC. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-08
• S63 Uniform Securities Agent State Law Examination
  1998-09-11

Designations

• Certified Financial Planner