Jonas AbulenciaCRD Number: 4167964
Current Firm: Rbc Capital Markets, LLC
Jonas Abulencia (CRD# 4167964) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Rbc Capital Markets, LLC||San Francisco, CA||May 2018 - Current||4|
|Ubs Financial Services Inc.||San Francisco, CA||Mar 2009 - May 2018||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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