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Jason David Smith

RBC Private Counsel (usa) Inc.

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About Jason David Smith

Jason David Smith is an investment advisor representative for RBC Private Counsel (usa) Inc. Jason is based in Windsor, Ontario and has been in the industry since July 1995. Jason is registered with the state of Texas and holds a Series 6 and Series 63 registration. Jason's firm also provides financial planning, portfolio management for individuals, and selection of other advisors. Jason is also a board member of the Windsor Club.

Firm Information

Jason Smith is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Smith’s Registration & Firm History

NA

04/16/2019 - Present

RBC Private Counsel (usa) Inc. (Windsor, Ontario )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason David Smith.
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