Jonathan P. Donahue

RB CAPITAL MANAGEMENT

Reno, NV 89511

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CRD#: 2434317

Professional summary

Jonathan Patrick Donahue is a registered financial advisor currently at RB CAPITAL MANAGEMENT, LLC located in Reno, Nevada.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jonathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am a Sole Proprietor consultant for hedge funds. This business is located at my residence listed in Item 11 of this Form U4. This activity is investment related and started in 03/2017. I spend approximately 60 hours per month on this.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Patrick Donahue's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 14, 2018 - Present

RB CAPITAL MANAGEMENT, LLC

Office #1: 5365 Reno Corporate Dr, Suite 200, Reno, NV 89511Office #2: 880 Northwood Boulevard, Suite 2, Incline Village, NV 89451

RIA

CRD#: 125678

Reno, NV

Past

October 25, 2004 - February 12, 2010

ELA CAPITAL MANAGEMENT LLC

RIA

CRD#: 133069

INCLINE VILLAGE, NV

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RB CAPITAL MANAGEMENT, LLC

JS WEALTH PLANNING | RB CAPITAL MANAGEMENT, LLC

CRD#: 125678 / SEC#: 801-62043

RIA

Registered Investment Advisory firm - (5/9/2003 Approved)

California

Registered Investment Advisory firm - (6/13/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(2/14/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2017

Uniform Investment Adviser Law Examination

Current Firm

RB CAPITAL MANAGEMENT, LLC

JS WEALTH PLANNING | RB CAPITAL MANAGEMENT, LLC

CRD#: 125678 / SEC#: 801-62043

RIA

Registered Investment Advisory firm - (5/9/2003 Approved)

California

Registered Investment Advisory firm - (6/13/2003 Terminated)

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Contact information

Main Address

5365 Reno Corporate Dr. Suite 200, Reno, NV 89511

Mailing Address

Phone number

(775) 993-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR CLIENTS NOT PARTICIPATING IN THE WRAP PROGRAM (3/27/2025)

DISCLOSURE DOCUMENT FOR CLIENTS PARTICIPATING IN THE WRAP PROGRAM (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,382
AUM (Assets Under Management)	$ 817,220,998

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan P. Donahue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Patrick Donahue's CRS (Customer Relationship Summary).

Certified licenses

Experience

RB CAPITAL MANAGEMENT, LLC

ELA CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

RB CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2017

Current Firm

RB CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RB CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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