Joshua Samuel Luerkens

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

• 04/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Cedar Rapids, IA
• 11/2016 → 04/2026
  Wells Fargo Clearing Services, Llc
  Cedar Rapids, IA
• 04/2026 → Present
  Rbc Capital Markets, Llc
  Cedar Rapids, IA

Previous Registrations

• 2013-07-05 → 2026-04-21
  Wells Fargo Clearing Services, Llc
  Cedar Rapids, IA

Other Businesses

(1) NAME OF ENTITY: JPN real estate group ADDRESS: 732 Elliott ct Iowa city IA 52246 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Apr 01, 2017 CAPACITY: Other DUTIES: I manage our residential rentals in Iowa city. We also own a small ice cream restaurant. HOURS DEVOTED PER MONTH: 10 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) DANES DAIRY LLC; INV RELATED; IOWA CITY, IA; JPN REAL ESTATE GROUP LLC 100% OWNERSHIP; START DATE 11/15/2023; LESS THAN 1 HOUR PER MONTH; 0 DURING TRADING; STRATEGIC BUSINESS AND MAJOR PURCHASE DECISIONS. | SOLID GYM; NOT INV RELATED; IOWA CITY, IA; 50% OWNERSHIP; 03/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FITNESS GYM (3) NAME OF ENTITY: Solid Gym LLC ADDRESS: 391 Highland Ave, Iowa City, 52240 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: May 05, 2025 CAPACITY: Other DUTIES: Owner in a fitness gym HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2013-07-05

Other Names

• Joshua Luerkens