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Cole Jameson Wells

Rockefeller Financial LLC

New York, NY

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-24
  • NY RA
    APPROVED
    Since 2024-01-24

Branch Locations

45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA

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
Blackrock Princeton NJ 08/2021 09/2023
Blackrock Investments, Llc Princeton NJ 08/2021 09/2023
Trinity College Hartford CT 08/2017 06/2021
Blackrock Princeton NJ 06/2020 07/2020
Blackrock Princeton NJ 06/2019 08/2019
Unemployed Franklin TN 01/2017 08/2017
Img Academy Bradenton FL 08/2014 12/2016
Rockefeller Capital Management Ny NY 10/2023 Present
Rockefeller Financial Llc Ny NY 10/2023 Present
  • 08/2021 → 09/2023
    Blackrock
    Princeton, NJ
  • 08/2021 → 09/2023
    Blackrock Investments, Llc
    Princeton, NJ
  • 08/2017 → 06/2021
    Trinity College
    Hartford, CT
  • 06/2020 → 07/2020
    Blackrock
    Princeton, NJ
  • 06/2019 → 08/2019
    Blackrock
    Princeton, NJ
  • 01/2017 → 08/2017
    Unemployed
    Franklin, TN
  • 08/2014 → 12/2016
    Img Academy
    Bradenton, FL
  • 10/2023 → Present
    Rockefeller Capital Management
    Ny, NY
  • 10/2023 → Present
    Rockefeller Financial Llc
    Ny, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-06
  • S66 Uniform Combined State Law Examination
    2021-11-06

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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