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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-22
  • IL RA
    APPROVED
    Since 2025-12-22

Branch Locations

701 Harger Road, Suite 210, Oak Brook, IL 60523 • United States

222 West Adams Suite 2450, Chicago, IL 60606 • 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 Capital Management Oak Brook IL 03/2021 Present
Rockefeller Financial Llc Oak Brook IL 10/2025 Present
Associated Banc-Corp Oak Brook IL 01/2018 03/2021
Whitnell & Co. Oak Brook IL 12/2010 01/2018
  • 03/2021 → Present
    Rockefeller Capital Management
    Oak Brook, IL
  • 10/2025 → Present
    Oak Brook, IL
  • 01/2018 → 03/2021
    Associated Banc-Corp
    Oak Brook, IL
  • 12/2010 → 01/2018
    Whitnell & Co.
    Oak Brook, IL
Other Businesses

Business Name: Self Employed as Jessica Whiting Investment Related: Not investment related Address: 220 3rd Street, Downers Grove, IL 60515 Nature: Tax Preparation Position: Tax Preparer/Self-Employed Title: None Start Date: April 2016 Hours/Month: Less than 1 Hours during trading hours: None Duties: Preparing federal and state individual income tax returns for friends and family

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-22
  • S66 Uniform Combined State Law Examination
    2025-12-22

View on SEC IAPD

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