Jonathan Kyle Leipold

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

• 05/2013 → Present
  Rbc Capital Markets, Llc
  Delafield, WI
• 09/2017 → 03/2025
  City National Bank
  Delafield, WI

Previous Registrations

• 2009-02-02 → 2013-05-06
  Wells Fargo Clearing Services, Llc
  Waukesha, WI
• 2006-06-06 → 2008-11-11
  Invest Financial Corporation
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

(1) JKL HOLDINGS LLC; ADDRESS: EMPLOYEE'S RESIDENCE; BUSINESS DESCRIPTION: HOLDING COMPANY FOR INVESTMENTS; NOT INVESTMENT RELATED; START DATE: 08/01/2014; CAPACITY: EMPLOYEE; DUTIES: NONE; HOURS DEVOTED PER WEEK: 0; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) MINNESOTA WILD; ADDRESS: 317 WASHINGTON ST, ST. PAUL, MN 55102; BUSINESS DESCRIPTION: NHL HOCKEY TEAM; NOT INVESTMENT RELATED; START DATE: 09/01/2016; CAPACITY: BOARD OF DIRECTORS; DUTIES: DETERMINE MISSION & PURPOSE, SELECT EXECUTIVE TEAM, SUPPORT/REVIEW PERFORMANCE, ENSURE EFFECTIVE PLANNING, ADEQUATE/MANAGE RESOURCES, DETERMINE & MONITOR PRODUCTS/SERVICES/PROGRAMS, ENHANCE PUBLIC IMAGE; HOURS DEVOTED PER WEEK: 0; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-27
• S63 Uniform Securities Agent State Law Examination
  2005-02-10

Other Names

• Kyle Leipold