Helping you grow more than wealth

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 520-615-4328, jason.dalen@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet Jason and Jennifer

Learn more about us

image of Jason Dalen

Jason Dalen, CPFA®, JD*

Senior Vice President - Financial Advisor, Portfolio Director Group
Jennifer Carroll

Jennifer Carroll, APP

Senior Investment Associate

Pleased to serve you in multiple locations

I am proud to serve clients in multiple locations.  I invite you to contact me to set up a meeting in one of my convenient locations:

Tucson, AZ office

3430 E. Sunrise Drive, Suite 250
Tucson, AZ 85718

Leawood, KS office

4001 W. 114th Street, Suite 200
Leawood, KS 66211

Latest Insights

Shipping containers

Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

Read more
Disclosures

Jason Dalen is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NM, NV, NY, OH, OR, PA, TX, WA, WI. California Insurance License # 4227217.

Jason Dalen, NMLS # 1906521 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.