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Jonathan C
Series 66
Allentown, PA
RBC Rochdale, LLC
Jonathan Carter is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at City National Rochdale, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of trustees for Partners in Prevention, a nonprofit organization. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with various sub-advisory and management services.
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