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Jennifer L Wolman

Rockefeller Financial LLC

Levittown, PA

Hamilton, NJ

CRD 4703094

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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:

Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-01-26
  • NJ RA
    APPROVED
    Since 2021-01-26

Branch Locations

Levittown, PA • United States

2445 Kuser Road, Suite 302 Zone A, Hamilton, NJ 08690 • 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
Merrill Lynch Pierce Fenner And Smith Pennington NJ 03/2002 02/2019
Rockefeller Financial Llc Hamilton NJ 02/2019 Present
Rock & Co Llc Hamilton NJ 02/2019 12/2023
  • 03/2002 → 02/2019
    Merrill Lynch Pierce Fenner And Smith
    Pennington, NJ
  • 02/2019 → Present
    Rockefeller Financial Llc
    Hamilton, NJ
  • 02/2019 → 12/2023
    Rock & Co Llc
    Hamilton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-18
  • S66 Uniform Combined State Law Examination
    2019-06-18
Other Names
  • Jennifer Osborne

View on SEC IAPD

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