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Jacob Aaron Linzmeier

Rockefeller Financial LLC

Oak Brook, IL

Chicago, IL

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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 2025-08-15
TX RA APPROVED 2025-08-15
  • IL RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15

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 06/2023 Present
Rockefeller Financial Llc Oak Brook IL 03/2025 Present
Loyola University Chicago Chicago IL 08/2020 05/2024
Roncalli Catholic High School Manitowoc WI 08/2016 06/2020
  • 06/2023 → Present
    Rockefeller Capital Management
    Oak Brook, IL
  • 03/2025 → Present
    Rockefeller Financial Llc
    Oak Brook, IL
  • 08/2020 → 05/2024
    Loyola University Chicago
    Chicago, IL
  • 08/2016 → 06/2020
    Roncalli Catholic High School
    Manitowoc, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-14
  • S66 Uniform Combined State Law Examination
    2025-08-14
Other Names
  • Jacob A Linzmeier
  • Jake Linzmeier

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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