Jonathan Lane Thomas

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

• 08/2013 → 01/2019
  Bb&T Bank
  Fairfax, VA
• 08/2013 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Fairfax, VA
• 02/2021 → 10/2022
  Truist Investment Services, Inc.
  Fairfax, VA
• 02/2021 → 10/2022
  Truist Advisory Services, Inc.
  Fairfax, VA
• 10/2022 → 06/2024
  Truist Investmnet Services, Inc
  Mclean, VA
• 10/2022 → 06/2024
  Truist Advisory Services, Inc
  Mclean, VA
• 06/2024 → Present
  Rbc Capital Markets, Llc
  Vienna, VA

Previous Registrations

• 2021-02-17 → 2024-06-20
  Truist Advisory Services, Inc.
  Atlanta, GA
  Fairfax, VA
  Fairfax, VA
  Mclean, VA
  Charlotte, NC
  Mclean, VA
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Fairfax, VA
  Richmond, VA
• 2013-10-25 → 2018-01-02
  Bb&T Investment Services, Inc.
  Fairfax, VA
  Charlotte, NC
  Falls Church, VA

Exams

• S66 Uniform Combined State Law Examination
  2013-10-25
• S63 Uniform Securities Agent State Law Examination
  2002-07-31

Designations

• Certified Financial Planner

Other Names

• Lane Thomas