Heather Jeter Reich

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

• 11/2018 → 02/2020
  Morgan Stanley
  Atlanta, GA
• 09/2018 → 11/2018
  Unemployed
  Peachtree Corners, GA
• 05/2011 → 09/2018
  Colliers International
  Atlanta, GA
• 03/2019 → 02/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2020 → Present
  Rockefeller Financial Llc
  Atlanta, GA
• 02/2020 → Present
  Rock & Co Llc
  Atlanta, GA

Previous Registrations

• 2019-03-05 → 2020-02-19
  Morgan Stanley
  Atlanta, GA

Other Businesses

*375215 - Simpson Elementary School PTA Board; Investment related No; Peachtree Corners, GA; Government / Municipality / Political; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; After business hours: 2 Heather will sit on the BoD for "Lifeline Animal Project," a nonprofit animal welfare organization in the Atlanta area. She will serve a 3-year term (beginning 2020), with the goal of furthering the efforts of the organization. She will have 0 ownership in this entity. The entity is affiliated with a municipality. She will not be compensated. She will spend 0 hours per trading day on this activity, and approximately 5 hours per month on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Other Names

• Heather Ann Jeter