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Jackson Timothy Mahorney

Rockefeller Financial LLC

Chicago, IL

Cincinnati, OH

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-12-09
  • OH RA
    APPROVED
    Since 2022-12-09

Branch Locations

222 West Adams Suite 2450, Chicago, IL 60606 • United States

3825 Edwards Road - Suite 630, Cincinnati, OH 45209 • 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
Churchill Downs Louisville KY 04/2017 04/2017
University Of Cincinnati Cincinnati OH 08/2019 12/2019
Cincinnati Floor Company St Bernard OH 05/2016 03/2020
Axa Advisors, Llc New York NY 05/2020 06/2020
Centre College Danville KY 08/2015 05/2019
Unemployed Fort Mitchell KY 03/2020 05/2020
Equitable Advisors, Llc New York NY 05/2020 08/2020
Usi Insurance Services Cincinnati OH 10/2020 12/2021
9258 Wealth Management, Llc Cincinnati OH 12/2021 11/2022
Rockefeller Capital Management Cincinnati OH 11/2022 Present
Rockefeller Financial Llc Cincinnati OH 11/2022 Present
  • 04/2017 → 04/2017
    Churchill Downs
    Louisville, KY
  • 08/2019 → 12/2019
    University Of Cincinnati
    Cincinnati, OH
  • 05/2016 → 03/2020
    Cincinnati Floor Company
    St Bernard, OH
  • 05/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2015 → 05/2019
    Centre College
    Danville, KY
  • 03/2020 → 05/2020
    Unemployed
    Fort Mitchell, KY
  • 05/2020 → 08/2020
    Equitable Advisors, Llc
    New York, NY
  • 10/2020 → 12/2021
    Usi Insurance Services
    Cincinnati, OH
  • 12/2021 → 11/2022
    9258 Wealth Management, Llc
    Cincinnati, OH
  • 11/2022 → Present
    Rockefeller Capital Management
    Cincinnati, OH
  • 11/2022 → Present
    Rockefeller Financial Llc
    Cincinnati, OH
Previous Registrations
  • 2022-09-21 → 2022-11-16
    9258 Wealth Management, Llc
    Blue Ash, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-29
  • S66 Uniform Combined State Law Examination
    2022-08-29
Other Names
  • Jackson Mahorney

View on SEC IAPD

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PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
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PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
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