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Jackson Halliwell

Rockefeller Financial LLC

Fort Lauderdale, FL

Atlanta, GA

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-15
  • FL RA
    APPROVED
    Since 2025-04-15

Branch Locations

515 E Las Olas Blvd Suite 1650, Fort Lauderdale, FL 33301 • United States

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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
Rockefeller Financial Llc Boca Raton FL 01/2025 06/2025
Babson College Wellesley MA 09/2020 05/2024
Unemployed Golden Beach FL 06/2024 12/2024
Miami Country Day School Miami Shores FL 08/2016 05/2020
Unemployed Golden Beach FL 06/2020 08/2020
Rockefeller Financial Llc Fort Lauderdale FL 06/2025 Present
  • 01/2025 → 06/2025
    Rockefeller Financial Llc
    Boca Raton, FL
  • 09/2020 → 05/2024
    Babson College
    Wellesley, MA
  • 06/2024 → 12/2024
    Unemployed
    Golden Beach, FL
  • 08/2016 → 05/2020
    Miami Country Day School
    Miami Shores, FL
  • 06/2020 → 08/2020
    Unemployed
    Golden Beach, FL
  • 06/2025 → Present
    Rockefeller Financial Llc
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-14
  • S66 Uniform Combined State Law Examination
    2025-04-14

View on SEC IAPD

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