Jeffrey Hurst Miller

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Encino, CA
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Encino, CA
• 04/2021 → Present
  Rockefeller Financial Llc
  Los Angeles, CA
• 08/2024 → Present
  Rockefeller Capital Management
  Los Angeles, CA

Previous Registrations

• 2011-01-03 → 2021-04-14
  Wells Fargo Clearing Services, Llc
  Westlake Village, CA
  Encino, CA
  Westlake Village, CA
  Pasadena, CA
  Encino, CA
  Santa Rosa, CA
  Beverly Hills, CA
  Charlotte, NC
  Pasadena, CA
  Charlotte, NC
  Beverly Hills, CA
• 2007-07-13 → 2011-01-03
  Wells Fargo Investments, Llc
  Westlake Village, CA

Other Businesses

BEER OF THE DAY, NOT INV RELATED, PASADENA, CA, 5% OWNER, START: 5/2015, 8 HOURS PER MONTH/0 DURING TRADING, DUTIES: TAKE PHOTOGRAPHS AND WRITE DESCRIPTIONS ABOUT VARIOUS BEERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-12
• S63 Uniform Securities Agent State Law Examination
  2004-06-11