Jenny Rebecca Naylor

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2011 → 10/2024
  J.P. Morgan Securities Llc
  Boston, MA
• 08/2011 → 10/2024
  Jpmorgan Chase Bank
  Boston, MA
• 10/2024 → 03/2025
  Rockefeller Financial Llc
  Beverly, MA
• 07/2014 → 08/2025
  Jenny Rebecca Photography
  Beverly, MA
• 04/2025 → 08/2025
  Rockefeller Financial Llc
  South Hamilton, MA
• 08/2025 → Present
  Rockefeller Financial Llc
  Mt Pleasant, SC
• 11/2025 → Present
  Rockefeller Capital Management
  Mt Pleasant, SC

Previous Registrations

• 2024-04-08 → 2024-10-06
  J.P. Morgan Securities Llc
  Boston, MA

Other Businesses

Entity Name: Vermont Youth Conservation Corps Investment related: No "Address: 1949 East Main Street, Richmond, VT 05477 Richmond, VT 05477" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2022 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: providing youth with the platform (via the land) to develop skills and become young leaders. Focus is on work force development and education. Entity Name: Jenny Rebecca Photography Investment related: No Address: Mt Pleasant, SC www.jennyrebeccaphotography.com Nature of the other business: Photography business which includes family portraiture and wedding photography. I do all of my photographing on the weekends. Position/Title/Relationship: Sole Proprietor Start Date: 07-Jul-2014 Approximate # of hours a month: 12 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole employee of the business. I am the photographer and business administrator. Vermont Women's CEO; Non-investment related; Burlington, VT; Founder and facilitator; 04/01/2018; 3 & half hours a month and 0 hours during trading hours; She facilitates and leads each quarterly meeting to discuss everyone's business and topics that are relevant to founders and CEOs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-07
• S63 Uniform Securities Agent State Law Examination
  2000-09-15

Other Names

• Jenny Rebecca Olesnevich