Jason Andres Zilveti

Current Employers

Rockefeller Capital Management

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-08-15
TX	RA	APPROVED	2025-08-15

AZ RA
APPROVED

Since 2025-08-15
TX RA
APPROVED

Since 2025-08-15

Branch Locations

Max At Kierland Max At Kierland, Scottsdale, AZ 85254 • United States

Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2020-09-21
TX	RA	APPROVED_RES	2020-09-04

AZ RA
APPROVED

Since 2020-09-21
TX RA
APPROVED_RES

Since 2020-09-04

Branch Locations

Max At Kierland 16220 North Scottsdale Road, Scottsdale, AZ 85254 • United States

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Scottsdale	AZ	02/2008	09/2020
Rockefeller Financial Llc	Scottsdale	AZ	09/2020	Present
Rockefeller Capital Management	Scottsdale	AZ	08/2025	Present

02/2008 → 09/2020

Ubs Financial Services Inc.

Scottsdale, AZ
09/2020 → Present

Rockefeller Financial Llc

Scottsdale, AZ
08/2025 → Present

Rockefeller Capital Management

Scottsdale, AZ

Previous Registrations

2008-02-29 → 2020-09-15

Ubs Financial Services Inc.

Scottsdale, AZ
2007-04-02 → 2008-03-07

Morgan Stanley & Co. Llc

Scottsdale, AZ

Scottsdale, AZ
2006-09-22 → 2007-04-02

Morgan Stanley Dw Inc.

Scottsdale, AZ

Phoenix, AZ

Other Businesses

HOMESMART/INDEPENDENT CONTRACTOR/0 HRS. PER MONTH/LICENSED REALTOR/ARIZONA REAL ESTATE LICENSE WOULD BE PLACED ON FILE WITH A DESIGANTED BROKER IN ORDER TO BUY/SELL ON OWN PROPERTIES AND ASSIST FAMILY MEMBERS. Arizona Fellowship of Christian Athletes / P.O. Box 34466 Phoenix, 85067 / Charity/ Charity / Christian, faith-based, not for profit ministry: See www.fca.org and/or www.azfca.org for more details / Member of Board of directors / / state board member / Start Date 9/18/2012 / We have monthly board meetings, generally in the afternoon of the 3rd Tuesday of each month (Sept-May only) Tales From The Tour / P.O. Box 28291 Scottsdale, 85255 / Charity/ Charity / Christian, faith-based, not for profit ministry: See https://talesfromthetour.org/ for more details / Member of Board of directors / / state board member / Start Date 11/18/2015 / generally 2-4 board meetings per year, generally in the late afternoon