John Bankovitch has been an investment adviser representative at RB Capital Management since December 2024, and is not listed among the firm’s executive officers or direct owners.
RB Capital Management, LLC is a Reno, NV firm with $931M under management, 648 clients and 14 advisers across 12 offices, as of its March 2026 filing.
John Bankovitch’s longest registration was 13 years at Portsmouth Financial Services, Inc. (2011–2024). Before joining RB Capital Management in 2024, John Bankovitch was registered through Portsmouth Financial Services, Inc. and Morgan Stanley Smith Barney LLC.
- RB Capital Management, LLCCurrent– present · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 125678
- Portsmouth Financial Services, Inc.– · 13 yearsSan Francisco, CA · Adviser representative · Firm CRD 13980
- Morgan Stanley Smith Barney LLC– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 8209
- UBS Financial Services Inc.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
John Bankovitch is registered as an investment adviser representative in California, since December 2024.
- CaliforniaSince 23 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 March 2002 |
| Series 7 | General Securities Representative Examination | 21 November 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Philip Bankovitch
- CRD
- 3230484
- Firm
- RB Capital Management · CRD 125678
- Office
- 601 Montgomery Street, Suite 315, San Francisco, CA 94111
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does John Bankovitch work?
John Bankovitch is an investment adviser representative registered through RB Capital Management, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Bankovitch a financial advisor?
Yes. John Bankovitch has a current investment-adviser registration in California, through RB Capital Management since December 2024.
How many years of experience does John Bankovitch have?
John Bankovitch has 24 years in the financial industry, since February 2002, across 5 adviser firms.
What exams has John Bankovitch passed?
John Bankovitch has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in November 2001. FINRA credited John Bankovitch with the SIE, which began in October 2018.
Where did John Bankovitch work before RB Capital Management?
Before RB Capital Management, John Bankovitch was registered through Morgan Stanley Smith Barney LLC, June 2009 to July 2011; Morgan Stanley & Co. Incorporated, August 2007 to June 2009; UBS Financial Services Inc., June 2006 to July 2007.
Where is John Bankovitch based?
John Bankovitch’s registered office is in San Francisco, CA.
Is John Bankovitch registered with FINRA?
Yes. John Bankovitch has a current broker registration, under CRD 3230484.
Source: FINRA BrokerCheck
How can I verify John Bankovitch’s record?
Search CRD 3230484 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Bankovitch’s full registration record.
