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Jason R

Series 63, Series 65

Parsippany, NJ

RBC Capital Markets

Jason Reback is a financial advisor with RBC Capital Markets in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at RBC Capital Markets since 2009 and has also been affiliated with City National Bank since 2017. Outside of his advisory work, Reback serves on the Board of Directors for the Cystic Fibrosis Foundation in New Jersey, where he participates in volunteering and fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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