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Jonathan D

Series 65

Reno, NV

RB Capital Management, LLC

Jonathan Donahue is a financial advisor at RB Capital Management, LLC with 13 years of industry experience. He holds the Series 65 designation and has previous experience with Ela Capital Management LLC and Euromotors. In addition to his advisory role, he works as an Assistant Realtor with eXp Realty in Mesquite, NV. RB Capital Management, LLC serves individual and institutional clients, offering fee-based investment management focused on hedged strategies and managed fixed-income portfolios. The firm emphasizes asset allocation, diversification, and personalized portfolio management, integrating financial planning into its advisory services.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Robert B

Series 63, Series 65

Reno, NV

RB Capital Management, LLC

Robert Ballan is a financial advisor at RB Capital Management, LLC in Reno, NV, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with RB Capital Management since 2000 and has operated as self-employed since 1991. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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