Jeffrey Lance Schlesinger

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

• 03/2008 → Present
  Rbc Capital Markets, Llc.
  St Paul, MN
• 05/2019 → Present
  City National Bank
  Saint Paul, MN

Other Businesses

NAME OF ENTITY: Carl and Holly Jones Family Foundation AKA Catch a Break ADDRESS: 525 Linden Road Excelsior, MN 55331 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: 501(c)(3) that awards scholarships and provides mentoring to students. START DATE: 10.01.23 CAPACITY: Board of Directors DUTIES: Provide input on the management of the organization and vote on issues that are put to a vote. HOURS DEVOTED PER MONTH: 0.25 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2000-05-31
• S63 Uniform Securities Agent State Law Examination
  1984-02-24

Designations

• Certified Financial Planner