Jennifer Scarbrough Marsh

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

• 06/2009 → 11/2016
  Morgan Stanley Smith Barney
  Dallas, TX
• 01/2015 → 11/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2020 → 03/2022
  Morgan Stanley
  Atlanta, GA
• 11/2016 → 02/2020
  Unemployed
  Atlanta, GA
• 03/2022 → Present
  Rockefeller Financial Llc
  Atlanta, GA

Previous Registrations

• 2020-06-24 → 2022-03-17
  Morgan Stanley
  Atlanta, GA
• 2009-06-01 → 2016-11-11
  Morgan Stanley
  Dallas, TX
  Atlanta, GA
• 2009-04-29 → 2009-06-01
  Citigroup Global Markets Inc.
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-06-23

Designations

• Certified Financial Planner

Other Names

• Jennifer Annette Scarbrough
• Jennifer Annette Marsh
• Jennifer Annette Marsh