Jacklyn Denise Celano

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

• 09/2017 → 02/2023
  Morgan Stanley
  Barrington, IL
• 07/2016 → 08/2017
  Unemployed
  West Dundee, IL
• 02/2023 → Present
  Rockefeller Capital Management
  Chicago, IL
• 02/2023 → Present
  Rockefeller Financial Llc
  Chicago, IL

Previous Registrations

• 2020-11-28 → 2023-03-02
  Morgan Stanley
  Deerfield, IL
  Barrington, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-11-28
• S63 Uniform Securities Agent State Law Examination
  1983-11-22

Other Names

• Jacklyn Denise Buonomo
• Jacklyn Denise Buonomo
• Jackie Celano