Jeffrey Souza, financial advisor Eagle ID

Jeffrey Souza

CRD Number: 4148383
Current Firm: Rbc Capital Markets, LLC

Jeffrey Souza (CRD# 4148383) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Eagle, ID and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Boise, ID Sep 2021 - Current 2
North Ada County Fire & Rescue District Garden City, ID Jan 2020 - Current 4
Riverside Associates Financial Group Garden City, ID May 2008 - Current 15
City Council Garden City, ID Jan 2006 - Current 18
Raymond James Financial Services Advisors Inc. Garden City, ID Jan 2009 - Sep 2021 12
Raymond James Financial Services Garden City, ID Mar 2008 - Sep 2021 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Sep 2020
Contact Info for Jeffrey A. Souza
Phone Number: 212-858-7000
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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