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Jonathan Patrick Donahue

RB Capital Management, LLC

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About Jonathan Patrick Donahue

Jonathan Donahue is an Investment Advisor Representative, licensed in Nevada, associated with RB Capital Management, LLC. Jonathan is a seasoned professional with a diverse background in various industries including finance, automotive, and consulting. This background gives Jonathan a unique perspective to provide investment advice. Jonathan is a Series 65 licensed professional, also holding a Nevada Investment Advisor Representative license, and is dedicated to providing financial guidance to individuals and families. RB Capital Management, LLC has a strong reputation for offering personalized investment services, with a focus on financial planning, pension consulting, and portfolio management. Jonathan and the firm's team are dedicated to building long-term relationships with their clients.

Firm Information

Jonathan Donahue is currently registered with RB Capital Management, LLC. RB Capital Management, LLC is an investment advisor headquartered in Reno, Nevada with over $717 million in regulatory assets under management. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has 11 investment adviser representatives and serves a diverse clientele, including high-net-worth individuals, pension plans, and corporations. RB Capital Management participates in wrap fee programs.
RB Capital Management, LLC

5365 RENO CORPORATE DR.

RENO, NV 89511

$717.58M

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jonathan Donahue’s Registration & Firm History

NV

02/14/2018 - Present

RB Capital Management, LLC (Reno NV)

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Licenses & Designations

IA

Issued 10/23/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Patrick Donahue.
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