Jennifer Marvella Kristanto

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

• 07/2021 → 12/2022
  Kbs Capital Markets Group Llc
  Newport Beach, CA
• 07/2020 → 07/2021
  Us Bank
  Irvine, CA
• 02/2020 → 06/2020
  Westpac Wealth Partners
  Irvine, CA
• 04/2019 → 02/2020
  Eureka!
  Irvine, CA
• 04/2019 → 12/2019
  Wells Fargo Advisors
  Irvine, CA
• 09/2018 → 04/2019
  Pf Chang's
  Irvine, CA
• 04/2016 → 08/2018
  Pf Chang's
  Pasadena, CA
• 08/2016 → 09/2016
  Pasadena City College Bookstore
  Pasadena, CA
• 06/2015 → 08/2018
  Pasadena City College
  Pasadena, CA
• 09/2018 → 03/2020
  University Of California Irvine
  Irvine, CA
• 03/2013 → Present
  Rbc Capital Markets, Llc
  Newport Beach, CA
• 01/2023 → 03/2023
  Unemployed
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-05-13

Other Names

• Jennifer Kristanto