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Jessica Myra Lee

Rockefeller Financial LLC

Florham Park, NJ

Arlington, VA

Rockefeller Capital Management

Arlington, VA

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-10
TX RA APPROVED 2025-10-10
  • VA RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

180 Park Ave Suite 203, Florham Park, NJ 07932 • United States

1812 N Moore St, Suite 1700, Arlington, VA 22209 • United States

Rockefeller Capital Management

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-10
TX RA APPROVED 2025-10-10
  • VA RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

1812 N Moore Street Suite 1700, Arlington, VA 22209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, National Association New York NY 01/2015 08/2017
Rbc Capital Markets, Llc Washington DC 08/2017 10/2025
Rockefeller Financial Llc Arlington VA 10/2025 Present
Rockefeller Capital Management Arlington VA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-11
S63 Uniform Securities Agent State Law Examination 2004-01-14
  • S66 Uniform Combined State Law Examination
    2012-05-11
  • S63 Uniform Securities Agent State Law Examination
    2004-01-14

View on SEC IAPD

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