Joseph M Thrailkill

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

• 10/2021 → 01/2023
  Jp Morgan Chase Bank, N.A
  Albany, NY
• 10/2021 → 01/2023
  J.P Morgan Securities Llc
  Albany, NY
• 09/2017 → 10/2021
  Bank Of America
  Saratoga Springs, NY
• 07/2011 → 06/2021
  The Brook Tavern/ The Wishing Well
  Saratoga Springs, NY
• 08/2013 → 05/2017
  University At Albany
  Albany, NY
• 09/2016 → 08/2021
  Fnb Inc
  Saratoga Springs, NY
• 01/2023 → Present
  Rockefeller Financial Llc
  Saratoga, NY
• 01/2023 → Present
  Rockefeller Capital Management
  Saratoga, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-29
• S63 Uniform Securities Agent State Law Examination
  2022-02-16

Other Names

• Joseph Thrailkill
• Joseph Michael Thrailkill