user avatar

Jason Hince

Advisor at RBC Capital Markets

Updated today

Location

Custer, SD

Credentials

Series 63, Series 65

Industry experience

26 years

About

Jason Hince is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including four years at City National Bank. Outside of his advisory role, he serves as an adjunct professor of finance and as a board member on the advisory board to the dean at Creighton University Graduate School. Additionally, he owns and operates livestock-related businesses and is a partner in a private use aircraft venture. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and integrates both in-house and third-party managers, with access to alternative investments and capital markets capabilities.

Client services

Based on RBC Capital Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds

Expertise

Based on RBC Capital Markets

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Based on RBC Capital Markets

Executive Founder/Business Owner Retired Financial Professional

Demographic focus

Based on RBC Capital Markets

Approaching retirement HENRY (High Earners, Not Rich Yet)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client

Percentage

$0 - $25,000: $25,000+:

Other

Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)

Location

Custer, SD

Most active in

Nebraska · South Dakota · Texas

Work history

City National Bank

2019 - 2023 (4 years)

Rbc Capital Markets Llc

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christy H

CFP®, Series 66

Hill City, SD

J. W. Cole Advisors, Inc.

Christy Hawthorne is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2023. Prior to joining J.W. Cole, she worked at Edward Jones for six years and has experience in education, including teaching humanities courses online as an adjunct professor at San Joaquin Delta College. She is also involved in creative digital content and fiction publishing through ownership in related ventures. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions with both discretionary and non-discretionary investment approaches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner

Jared S

Series 63, Series 66

Custer, SD

Edward Jones

Jared Slagle is a financial advisor with Edward Jones in Custer, SD, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2024, he worked at Marcus Technologies and has been self-employed as a rodeo announcer since 2010. He also assists with management duties at a family farm and ranch in Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar

Jeffrey R

Series 66

Custer, SD

Edward Jones

Jeffrey Rich is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Terillium, LLC for four years and RE/MAX, LLC for fifteen years. Outside of his advisory role, he owns and operates FortKnight Financial, LLC, a rental property business in Box Elder, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a network of more than 23,000 advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mark K

ChFC®, Series 63, Series 66

Custer, SD

Edward Jones

Mark Koch is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Melody Z

Series 66

Custer, SD

Edward Jones

Melody Zerbe is a financial advisor with Edward Jones in Custer, South Dakota, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of investment strategies and fiduciary advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

James M

Series 66

Custer, SD

Raymond James Financial

James Meyer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience, including 12 years at Edward Jones before joining Raymond James in 2021. Meyer is also the CEO of Freedom Hills Wealth Management and President of Here4You LLC, entities through which he conducts his financial advisory business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by firm research and various implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")