ChooseAFinancialAdvisor.com
Advisors / California / Beverly Hills
8yrs

Jared Markham

Financial advisor at RBC Securities

Based in Beverly Hills, California, Jared Markham is a fiduciary financial advisor with 8 years of industry experience. Jared has been with RBC Securities since 2026; before that, Jared spent three years at J.P. Morgan Securities and three years at Merrill. RBC Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.

One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.

Beverly Hills, CA 90210Fiduciary advisor
Call RBC SecuritiesDirections

At a glance

Experience8 years (since 2019)
How that compares ?8 years in the industry
Office400 N. Roxbury Dr. 2nd Floor, Beverly Hills, CA 90210
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$918,022
Advisors at the firm123
States licensed ?1 state

Services through RBC Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Aug 2026 – now
  2. 2023 – 2026
  3. 2020 – 2023
    MerrillPreviously

Questions to ask Jared

Tailored to Jared’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jared

How do I contact Jared?

Call RBC Securities at (310) 888-6400 and ask for Jared Markham. Jared works from the Beverly Hills, CA office.

How long has Jared been a financial advisor?

Jared has been in the industry since 2019, about 8 years. 8 years in the industry.

What licenses does Jared hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jared a fiduciary?

Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jared paid?

RBC Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jared for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

RBC Capital Markets
47yrs
William Brown
Financial advisor
9465 Wilshire Boulevard Suite 700
Beverly Hills, CA 90212
Top advisor by experience in Beverly Hills
Fiduciary
Call Directions
Raymond James & Associates
47yrs
Ronald Betten
Financial advisor
9595 Wilshire Blvd. Suite 801 And 200
Beverly Hills, CA 90212
Top 1% by experience in Beverly Hills
PlanningInvesting
Call Directions
Jaffe Asset Management
47yrs
Marshall Jaffe
Financial advisor
9454 Wilshire Blvd Suite M-1
Beverly Hills, CA 90212
Top 1% by experience in Beverly Hills
Fiduciary
Call Directions
Morgan Stanley
47yrs
George Torok
Financial advisor
9665 Wilshire Boulevard Suite 600
Beverly Hills, CA 90212
Top 1% by experience in California
PlanningInvesting
Call Directions
UBS Financial Services
46yrs
Harvey Demsky
Financial advisor
131 South Rodeo Drive Suite 300
Beverly Hills, CA 90212
Top 1% by experience in California
PlanningInvesting
Call Directions
Morgan Stanley
45yrs
Betsy Davis
Financial advisor
9665 Wilshire Boulevard Suite 600
Beverly Hills, CA 90212
Top 1% by experience in California
Fiduciary
Call Directions

See all advisors near Beverly Hills