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Jennifer Anne Seacrist

Rockefeller Financial LLC

Los Angeles, CA

Los Gatos, CA

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-11
TX RA APPROVED 2022-05-11
  • CA RA
    APPROVED
    Since 2022-05-11
  • TX RA
    APPROVED
    Since 2022-05-11

Branch Locations

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States

750 University Ave , Suite 240, Los Gatos, CA 95032 • 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
Morgan Stanley Los Gatos CA 10/2012 04/2022
First Republic Securities Company, Llc Palo Alto CA 04/2022 04/2022
First Republic Investment Management, Inc. Palo Alto CA 04/2022 04/2022
Rockefeller Financial Llc Monte Sereno CA 05/2022 12/2022
Rockefeller Financial Llc Campbell CA 01/2023 Present
  • 10/2012 → 04/2022
    Morgan Stanley
    Los Gatos, CA
  • 04/2022 → 04/2022
    First Republic Securities Company, Llc
    Palo Alto, CA
  • 04/2022 → 04/2022
    First Republic Investment Management, Inc.
    Palo Alto, CA
  • 05/2022 → 12/2022
    Rockefeller Financial Llc
    Monte Sereno, CA
  • 01/2023 → Present
    Rockefeller Financial Llc
    Campbell, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-25
  • S66 Uniform Combined State Law Examination
    2008-02-25
Other Names
  • Jennifer Anne Lozano
  • Jennifer Anne .SEacrist

View on SEC IAPD

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