Jacqueline Lavonne Riggs

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

• 06/2016 → 05/2017
  Morgan Stanley
  Beverly Hills, CA
• 05/2017 → 10/2025
  Morgan Stanley
  Beverly Hills, CA
• 11/2018 → 10/2025
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 10/2025 → Present
  Rockefeller Financial Llc
  Los Angeles, CA
• 10/2025 → Present
  Rockefeller Capital Management
  Los Angeles, CA

Previous Registrations

• 2017-04-20 → 2025-10-20
  Morgan Stanley
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

*420868 - Etsy; Investment related No; Calabasas, CA; Retail/Online Stores; Seller (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 0; After business hours:8; Labor/Service, Sales/Marketing. *597402 - Pi Beta Phi Fraternity; Investment Related - No; Town and Country, Missouri; Recreation; Advisory Board (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 4; Administrative, Fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-20

Designations

• Certified Financial Planner

Other Names

• Jacqueline Kuipers
• Jacqueline Lavonne Kuipers