Deette Rochelle Jonas

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

• 03/2012 → 02/2017
  Morgan Stanley Smith Barney
  Sioux City, IA
• 01/2015 → 02/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2017 → Present
  Rbc Capital Markets, Llc
  Dakota Dunes, ND

Previous Registrations

• 2012-06-04 → 2017-02-23
  Morgan Stanley
  Sioux City, IA

Other Businesses

CONDOMINIUM ASSOCIATION; ADDRESS: PERSONAL RESIDENCE; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: HOMEOWNERS ASSOCIATION; CAPACITY: OFFICER, ELECTED OFFICIAL (NON-POLITICAL OFFICE); START DATE: 11/10/2018; CAPACITY: TAKE MINUTES OF ANNUAL MEETINGS, PROVIDE INFORMATION TO RESIDENTS AND/OR REALTORS ON COVENANTS, ASSIST PRESIDENT AND TREASURER ON THEIR DUTIES; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-01
• S63 Uniform Securities Agent State Law Examination
  1994-10-31

Other Names

• Deette Rochelle Pullen
• Deette Rochelle Erlemeier
• Dody Jonas