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Jerry Bosch Email & Phone Number

Senior Vice President - Financial Advisor, Retirement Plan Advisors at RBC Wealth Management at RBC Wealth Management
Location: Greater Seattle Area, United States 5 work roles 2 schools
2 work emails found @rbc.com 1 phone found area 212 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email j****@rbc.com
Direct phone (212) ***-****
LinkedIn Profile matched
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Current company
RBC Wealth Management
Role
Senior Vice President - Financial Advisor, Retirement Plan Advisors at RBC Wealth Management
Location
Greater Seattle Area, United States
Company size
8199 employees

Who is Jerry Bosch? Overview

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Quick answer

Jerry Bosch is listed as Senior Vice President - Financial Advisor, Retirement Plan Advisors at RBC Wealth Management at RBC Wealth Management, a with 8199 employees, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at rbc.com, phone signal with area code 212, and a matched LinkedIn profile for Jerry Bosch.

Jerry Bosch previously worked as Senior Vice President - Financial Advisor, Consulting Group at Rbc Wealth Management and Senior Vice President, Investments at Prudential Bache- Wachovia Securities. Jerry Bosch holds B.S. In Business Administration, Accounting from University Of Washington.

Company email context

Email format at RBC Wealth Management

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jbosch@rbc.com
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AeroLeads found 2 current-domain work email signals for Jerry Bosch. Compare company email patterns before reaching out.

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Profile bio

About Jerry Bosch

I work with an experienced team of professionals who specialize in delivering independent retirement investment consulting to organizations and their employees. I began my investment career at EF Hutton late 1983 and have developed many strategic alliances in the industry over the years. Specialties: Our group works with over 180 employers with operations across the US as well as globally. We offer independent, objective fiduciary and investment consulting services to help organizations manage the fiduciary responsibilities of their retirement plans. We also specialize in working directly with employees to educate them about their retirement plan. My partners and I average over 25 years of industry experience in delivering independent investment and fiduciary consulting. Differentiators: My team, the Retirement Plan Advisors of RBC Wealth Management, does not manage funds directly, nor do we provide recordkeeping. Through certain programs, RBC Wealth Management offers investment fiduciary services under ERISA section 3(21) as well as 3(38).

Listed skills include Financial Services, Consulting, and Wealth Management.

Current workplace

Jerry Bosch's current company

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RBC Wealth Management
Rbc Wealth Management
Senior Vice President - Financial Advisor, Retirement Plan Advisors at RBC Wealth Management
Kirkland, WA, US
Website
rbcwealthmanagement.com
Employees
8199
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Company profile
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5 roles · 46 years

Jerry Bosch work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Financial Advisor, Consulting Group

Current
Rbc Wealth Management

Toronto, Ontario, Ca

After 20 plus years in the same desk while enduring 4 consolidations and firm name changes, I migrated from Wachovia Securities to RBC Wealth Management. I moved specifically to join a team of retirement plan advisors dedicated to providing independent, objective and unbiased retirement plan consulting to organizations and and their employees.Our fiduciary process is focused on helping our clients provide the best retirement plan they can for their employees. We are honored to work with a client list that includes many of the best organizations in their industries and in their cities.Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Mar 2008 - Present

Senior Vice President, Investments

Prudential Bache- Wachovia Securities

Beginning with Prudential-Bache Securities in 1989 and ending with Wachovia Securities in 2008 I was part of a wealth management/retirement plan consulting team that grew our annual revenues by a multiple of over 10X. This was all during an exciting time that saw major growth in the roles of independant investment advisors for both individuals as well as for retirement plans. I am proud of the fact that our group not only stuck together while our firm went through multiple ownership structures but we actually greatly expanded our client relationships. I moved from Wachovia Securities to join a very strong team of retirement plan consultants. I left many friends at Wachovia Securities/Prudential Securities and have many fond memories.

May 1989 - Mar 2008

Financial Advisor

E. F Hutton
1983 - 1989 ~6 yrs

Public Accounting

Arthur Anderson

I worked as a staff accountant at Arthur Anderson & Co. receiving excellent business and relationship training in my first professional job out of the University of Washington accounting program. I am still in touch with many AA & Co folks and enjoyed my experience there imensely.

1981 - 1983 ~2 yrs
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 8199 employees →

DL Derek Larson Derek Larson Colleague at Rbc Wealth ManagementMinneapolis, Minnesota, United States View → HJ Hannah Johnson Hannah Johnson Colleague at Rbc Wealth ManagementBlue Earth, Minnesota, United States View → ZS Zhiyan Shi Zhiyan Shi Colleague at Rbc Wealth ManagementGreater Toronto Area, Canada View → SD Sue Doherty Jacobson Sue Doherty Jacobson Colleague at Rbc Wealth ManagementAbington, Massachusetts, United States View → MZ Matt Ziesmann Matt Ziesmann Colleague at Rbc Wealth ManagementBurlington, Ontario, Canada View → KM Karolina Madro Karolina Madro Colleague at Rbc Wealth ManagementMinneapolis, Minnesota, United States View → KL Kingsman Lung Kingsman Lung Colleague at Rbc Wealth ManagementGreater Toronto Area, Canada View → DB Dana Breland Dana Breland Colleague at Rbc Wealth ManagementAtlanta, Georgia, United States View → FR France Roy France Roy Colleague at Rbc Wealth ManagementSt-Hyacinthe, Quebec, Canada View → JC Johanne Coulombe Johanne Coulombe Colleague at Rbc Wealth ManagementMississauga, Ontario, Canada View →
2 education records

Jerry Bosch education

B.S. In Business Administration, Accounting

University Of Washington

Education record

Gonzaga Prep
FAQ

Frequently asked questions about Jerry Bosch

Quick answers generated from the profile data available on this page.

What company does Jerry Bosch work for?

Jerry Bosch works for RBC Wealth Management.

What is Jerry Bosch's role at RBC Wealth Management?

Jerry Bosch is listed as Senior Vice President - Financial Advisor, Retirement Plan Advisors at RBC Wealth Management at RBC Wealth Management.

What is Jerry Bosch's email address?

AeroLeads has found 2 work email signals at @rbc.com for Jerry Bosch at RBC Wealth Management.

What is Jerry Bosch's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Jerry Bosch at RBC Wealth Management.

Where is Jerry Bosch based?

Jerry Bosch is based in Greater Seattle Area, United States while working with RBC Wealth Management.

What companies has Jerry Bosch worked for?

Jerry Bosch has worked for Rbc Wealth Management, Prudential Bache- Wachovia Securities, E. F Hutton, and Arthur Anderson.

Who are Jerry Bosch's colleagues at RBC Wealth Management?

Jerry Bosch's colleagues at RBC Wealth Management include Derek Larson, Hannah Johnson, Zhiyan Shi, Sue Doherty Jacobson, and Matt Ziesmann.

How can I contact Jerry Bosch?

You can use AeroLeads to view verified contact signals for Jerry Bosch at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jerry Bosch attend?

Jerry Bosch holds B.S. In Business Administration, Accounting from University Of Washington.

What skills is Jerry Bosch known for?

Jerry Bosch is listed with skills including Financial Services, Consulting, and Wealth Management.

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