Jeffrey Anthony Wilson

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

• 11/2020 → 11/2021
  Td Ameritrade
  San Diego, CA
• 08/2020 → 11/2020
  Seaforth Sportfishing Corp.
  San Diego, CA
• 07/2019 → 07/2020
  Seaforth Sportfishing Corp.
  San Diego, CA
• 02/2019 → 05/2019
  Mount Miguel Covenant Village
  Spring Valley, CA
• 07/2017 → 08/2019
  San Diego State University
  San Diego, CA
• 04/2015 → 07/2019
  Charkbait! Sportfishing Supplies
  San Diego, CA
• 08/2013 → 06/2017
  Cuyamaca Community College
  San Diego, CA
• 11/2021 → Present
  Rbc Capital Markets, Llc
  San Diego, CA
• 06/2021 → 11/2021
  Seaforth Sportfishing
  San Diego, CA

Other Businesses

NAME OF ENTITY: Uber Technologies, Inc. ADDRESS: 1455 Market Street, Suite 400 San Francisco, CA 94103 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: "Uber Eats is a food delivery platform that makes getting great food as easy as requesting a ride." CAPACITY: Independent Contractor/Consultant START DATE: 12/01/22 DUTIES: The duties consist of picking up food from a designated restaurant and delivering it to the customers' specified location. HOURS DEVOTED PER MONTH: 15 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-15
• S63 Uniform Securities Agent State Law Examination
  2021-01-21