Jacob Davis Myers

Rockefeller Financial LLC

CRD 7499447

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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:

Current Employers

Rockefeller Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-15
GA	RA	APPROVED	2026-03-04

TX RA
APPROVED

Since 2026-06-15
GA RA
APPROVED

Since 2026-03-04

Branch Locations

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

Organization	City	State	From	To
Rockefeller Financial Llc	Atlanta	GA	06/2021	Present
Frederica Academy	Saint Simons Island	GA	08/2005	08/2018
Davidson College	Davidson	NC	08/2018	12/2021

06/2021 → Present

Rockefeller Financial Llc

Atlanta, GA
08/2005 → 08/2018

Frederica Academy

Saint Simons Island, GA
08/2018 → 12/2021

Davidson College

Davidson, NC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-06-15

S63 Uniform Securities Agent State Law Examination

2026-06-15

Designations

Certified Financial Planner

Other Names

Jake Davis Myers

View on SEC IAPD

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CLAYTON SHAWN GIBSON

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