Jayson Charles Kaus

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Lake Forest, IL
• 11/2016 → 04/2019
  Wells Fargo Clearing Services, Llc
  Lake Forest, IL
• 04/2019 → Present
  Rbc Capital Markets, Llc.
  Buffalo Grove, IL
• 08/2019 → 01/2025
  City National Bank
  Buffalo Grove, IL

Previous Registrations

• 2008-01-01 → 2019-04-24
  Wells Fargo Clearing Services, Llc
  Lake Forest, IL
  Manhattan, KS
• 2000-06-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Manhattan, KS
  St. Louis, MO

Other Businesses

1) 50% BUSINESS OWNERSHIP - SLATER INVESTMENTS LLC, 319 Weatherford Ct., Lake Bluff, IL 60044. THE TYPE OF BUSINESS IS REAL ESTATE INVESTMENTS. WORKS 1 HOUR PER MONTH AND 0 DURING SECURITIES TRADING HOURS. 2) NAME OF ENTITY: Lake Forest Lake Bluff Rotary Club ADDRESS: 554 N Westmorland Road Lake Forest, IL 60045 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Charitable Organization START DATE: 07/01/23 CAPACITY: Committee/Council Member DUTIES: Committee meetings and limited administrative communications. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2000-06-01
• S63 Uniform Securities Agent State Law Examination
  1993-05-18

Designations

• Certified Financial Planner

Other Names

• Jayson C Kaus