AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JE

Jordan Eiler

RBC SECURITIES
IRVINE, CA
·CRD# 2779616·20 years experience

Professional Summary

Jordan Eiler, who also goes by Jordan Eliot Eiler, is a registered financial advisor currently at RBC SECURITIES, INC located in Irvine, California. Jordan is registered as a RR (Registered Representative) and started their career in finance in 2006. Jordan has worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jordan Eliot Eiler

Blog Corner

More Resources

Similar Advisors

Mark Kendall Rylance
NEWPORT BEACH, CA · CRD#
View profile
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Years of Experience

20 years in the financial services industry

Current & Past Employments

Current

RBC SECURITIES, INCCurrent·CRD# 103705
RIA
BD
18111 Von Karman Ave. 4th Floor, Irvine, CA 92612
February 25, 2025 - Present

Past

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Newport Beach, CA
October 2, 2023 - October 1, 2024
PNC MANAGED ACCOUNT SOLUTIONS, INC.Past·CRD# 110476
RIA
Irvine, CA
October 29, 2014 - May 7, 2021
BBVA SECURITIES INC.Past·CRD# 27060
BD
Irvine, CA
May 16, 2013 - May 7, 2021
BBVA COMPASS INVESTMENT SOLUTIONS, INCPast·CRD# 17086
BD
Irvine, CA
February 7, 2013 - May 16, 2013
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
RIA
Del Mar, CA
January 3, 2011 - November 7, 2011
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Del Mar, CA
January 3, 2011 - November 7, 2011
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
RIA
Del Mar, CA
January 1, 2007 - January 3, 2011
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
BD
Del Mar, CA
June 28, 2006 - January 3, 2011

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Current Firm

RS
RBC SECURITIES, INC

CITY NATIONAL SECURITIES, INC. | RBC SECURITIES, INC. | RBC SECURITIES, INC

CRD#: 103705 / SEC#: 801-71181, 8-52265
RIA
Registered Investment Advisory firm - SEC (3/22/2010 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

555 South Flower Street 11th Floor, Los Angeles, CA 90071

Mailing Address

555 South Flower Street 11th Floor, Los Angeles, CA 90071

Phone Number

(310) 888-6400

Established

California since 11/03/1999

Firm Type

Corporation

Fiscal Year End

October

Firm Size

Medium

# of Employees

186

SEC notice filing (31 States and Territories)

Registered to provide investment advisory services in 31 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 31 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

RBC SECURITIES ASSET ALLOCATION PROGRAM BROCHURE (5/28/2026)

Direct owners and executive officers

NamePositionCRD#
RBC USA HOLDCO CORPORATIONOWNER—
BARTON, RICHARD JOSEPHCHIEF COMPLIANCE OFFICER2040869
DANIEL, JOBY SWANKUTTYBOARD DIRECTOR6616727
GIAQUINTO, GREGGBOARD DIRECTOR3182583
MAGUIRE, WILLIAM JOHN JRPRESIDENT, CHIEF EXECUTIVE OFFICER & BOARD DIRECTOR2040885
O'KEEFFE, IVOR PATRICKCHIEF OPERATING OFFICER & BOARD DIRECTOR2397120
RICATTI, JENNIFER LEEVP & CHIEF FINANCIAL OFFICER4404128
RILEY, SHAWN DAVIDBOARD DIRECTOR7574191
WILLIAMS, BRANDONCHAIRMAN OF THE BOARD2764403

Regulatory Assets Under Management

Total Number of Accounts

1,781

AUM (Assets Under Management)

$1,515,102,638

Disclosures

Regulatory Event

3

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/27/2026Cover PageReport
01/28/2025Cover PageReport
10/27/2023Cover PageReport

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

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".
RS
RBC SECURITIES, INC

CITY NATIONAL SECURITIES, INC. | RBC SECURITIES, INC. | RBC SECURITIES, INC

CRD#: 103705 / SEC#: 801-71181, 8-52265
RIA
Registered Investment Advisory firm - SEC (3/22/2010 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(2/27/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2024About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Dec 2006About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2006About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Jordan Eiler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#