Garrett M Jones

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
• 11/2009 → 02/2023
  Bank Of America, N.A.
  Winter Park, FL
• 02/2023 → Present
  Rockefeller Financial Llc
  Winter Park, FL

Previous Registrations

• 2001-11-14 → 2023-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
  Winter Park, FL

Other Businesses

I*128973 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Jobs Partnership of Florida Investment related: N Address of business: Orlando, Florida 32839 Nature of business: Charitable Organization Position, title, association: Advisory Board Member, Start date of relationship: 1/21/2020 Number of hours devoted: 16 hour(s) Annually Number of hours devoted during trading hours: 8 Duties: It is a charitable organization that provides job/life skills training to individuals and facilitates collaboration between individuals businesses and community organizations to place the trainees in jobs that will help them break the cycle of poverty I*31730 For profit or not for profit: Non-Profit Organization Name of outside business organization: Saint Margaret Mary Catholic Church Investment related: N Address of business: Winter Park, Florida 32789 Nature of business: Other,Catholic Church Position, title, association: , Start date of relationship: 6/1/2009 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Subcommittee Member Church I*83913 For profit or not for profit: Non-Profit Organization Name of outside business organization: Winter Park Health Foundation Investment related: Y Address of business: Winter Park, Florida 32792 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 8/13/2015 Number of hours devoted: 16 hour(s) Annually Number of hours devoted during trading hours: 16 Duties: Entity distributes funds to community-based health initiatives to promote healthy living and reduce health issues.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-28