Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnita? Claim Your ProfileBonnita Jacobs is a financial advisor with over 30 years of experience in the industry. Bonnita is registered with RBC Capital Markets, LLC and has been with the firm since 2011. Bonnita has a strong background in providing financial planning and portfolio management services to a diverse range of clients, including individuals, families, businesses, and institutions. Prior to joining RBC Capital Markets, LLC, Bonnita worked with Wells Fargo Advisors, LLC and John G. Kinnard and Company, Incorporated. Bonnita is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
02/13/2024 - Present
RBC Capital Markets, LLC (WAYZATA MN)
MN
11/11/2011 - 05/11/2023
RBC CAPITAL MARKETS, LLC (WAYZATA MN)
MN
08/07/2000 - 11/15/2011
WELLS FARGO ADVISORS, LLC (WAYZATA MN)
MN
09/05/1997 - 08/07/2000
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NJ
10/30/1992 - 11/14/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
05/03/1989 - 11/03/1992
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
01/12/1988 - 05/04/1989
FBS BROKERAGE SERVICES, INC.
NA
03/22/1983 - 01/01/1988
JOHN G. KINNARD AND COMPANY, INCORPORATED
BC
Issued 02/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bonnita Jacobs is the right advisor for you? Invested Better is here to help.
