Daniel Gregory Jakuta

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 → 10/2016
  Wells Fargo Advisors Llc
  Palos Heights, IL
• 11/2016 → Present
  Rbc Capital Markets, Llc
  Palos Heights, IL
• 10/2017 → Present
  City National Bank
  Palos Heights, IL

Previous Registrations

• 2008-01-01 → 2016-11-03
  Wells Fargo Clearing Services, Llc
  Palos Heights, IL
• 2001-07-13 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Palos Heights, IL
  Palos Heights, IL
  St. Louis, MO

Other Businesses

(1) HEIDE WEALTH MANAGEMENT PROPERTIES, LLC; ADDRESS: 7420 W COLLEGE DRIVE, PALOS HEGHTS, IL 60463; BUSINESS DESCRIPTION: PROPERTY OWNERSHIP; INVESTMENT RELATED; START DATE: 06/01/2012; CAPACITY: OWNER-PASSIVE; DUTIES: MAINTENANCE AND BILLS; HOURS DEVOTED PER WEEK: 1; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE (2) HEIDE WEALTH MANAGEMENT PROPERTIES; ADDRESS: STE 451, 14225 95TH AVE. ORLAND PARK, IL; BUSINESS DESCRIPTION: REAL ESTATE; NOT INVESTMENT RELATED; START DATE: 08/01/2012; CAPACITY: PARTNER; DUTIES: PAY EXPENSES, REVIEW LEASES; HOURS DEVOTED PER WEEK: 2; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE

Exams

• S66 Uniform Combined State Law Examination
  2001-07-12
• S63 Uniform Securities Agent State Law Examination
  1995-10-16

Designations

• Chartered Financial Consultant

Other Names

• Dan Gregory Jakuta