India R. Johns

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

• 10/2008 → 06/2021
  Oppenheimer & Co. Inc.
  Washington, DC
• 06/2021 → 11/2023
  Fidelity Investments
  Covington, KY
• 12/2023 → 04/2026
  J.P. Morgan Securities Llc
  Washington, DC
• 12/2023 → 04/2026
  Jpmorgan Chase Bank, N.A.
  Washington, DC
• 04/2026 → Present
  Rockefeller Financia Llc
  Bethesda, MD

Previous Registrations

• 2023-12-15 → 2026-04-03
  J.P. Morgan Securities Llc
  Boston, MA
  Washington, DC
  White Plains, NY
  Rockville, MD
• 2021-09-22 → 2023-11-15
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

Entity Name: Sweetly Baked By J LLC Investment related: No Address: Rockville MD 20850 Nature of the other business: Bakery Position/Title/Relationship: Owner/Partner Start Date: 12/12/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I make and sell baked goods. This is not similar to my role at JPMC and there is no connection. Effective 12/11/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. OBA-60187|OrgNmn:Church|Org Addr:Bethesda,Maryland,US|OBA Nature:Religious Organization|Invst Rel:N|Title:Secretary|Duties:Assist the Pastor with registering for conferences and taking meeting notes|StrtDt:02-03-14|TotHrs/mon:1|TrdHrs/mon:0|OBA-101803|

Exams

• S66 Uniform Combined State Law Examination
  2021-09-14
• S63 Uniform Securities Agent State Law Examination
  2000-03-31

Other Names

• India Renee Petite
• India Renee Johns
• India Johns
• India R. Johns