Jenny Young Fernandez

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

• 07/2019 → 04/2022
  Morgan Stanley
  Charlotte, NC
• 08/2016 → 05/2017
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 05/2017 → 08/2017
  Pnc Bank
  Washington, DC
• 08/2017 → 05/2018
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 06/2018 → 06/2019
  Pnc Bank
  Pittsburgh, PA
• 09/2019 → 04/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2022 → 04/2022
  First Republic Securities Company Llc
  Palo Alto, CA
• 04/2022 → 04/2022
  First Republic Investment Management, Inc.
  Palo Alto, CA
• 04/2022 → Present
  Rockefeller Financial Llc
  Charolotte, NC

Previous Registrations

• 2019-09-27 → 2022-05-11
  Morgan Stanley
  New York, NY
  Los Gatos, CA
  Charlotte, NC
• 2022-04-18 → 2022-04-26
  J.P. Morgan Private Wealth Advisors Llc
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-09-27

Other Names

• Jenny Catlin Young
• Jenny Young