Jillian Marie Dean

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-07-27
NY	RA	APPROVED	2026-07-20
TX	RA	APPROVED	2026-07-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	09/2019	05/2025
Rumble Boxing	New York	NY	10/2018	03/2020
Woof Gang Bakery And Grooming	Ridewood	NJ	06/2016	10/2018
Fordham University	Bronx	NY	08/2018	05/2020
Morgan Stanley Smith Barney Llc	New York	NY	05/2025	07/2026
Rockefeller Financial Llc	New York	NY	07/2026	Present

09/2019 → 05/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
10/2018 → 03/2020

Rumble Boxing

New York, NY
06/2016 → 10/2018

Woof Gang Bakery And Grooming

Ridewood, NJ
08/2018 → 05/2020

Fordham University

Bronx, NY
05/2025 → 07/2026

Morgan Stanley Smith Barney Llc

New York, NY
07/2026 → Present

Rockefeller Financial Llc

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-05
S63	Uniform Securities Agent State Law Examination	2023-02-11

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