Best Investors Account Sign in

John Thomas Morrison

Rockefeller Financial LLC

Florham Park, NJ

Bethesda, MD

Claim This Profile
Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-04-29
TX RA APPROVED 2022-04-29
  • MD RA
    APPROVED
    Since 2022-04-29
  • TX RA
    APPROVED
    Since 2022-04-29

Branch Locations

180 Park Ave Suite 203, Florham Park, NJ 07932 • United States

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 01/2020 04/2022
Unemployed Allison Park PA 05/2019 07/2019
Penn State University University Park PA 06/2015 05/2019
Pittsburgh Field Club Pittsburgh PA 05/2012 08/2016
First National Bank In Pittsburgh PA 05/2018 08/2018
Rockefeller Financial Llc Bethesda MD 04/2022 Present
Merrill Lynch Pittsburgh PA 07/2019 12/2019
  • 01/2020 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bethesda, MD
  • 05/2019 → 07/2019
    Unemployed
    Allison Park, PA
  • 06/2015 → 05/2019
    Penn State University
    University Park, PA
  • 05/2012 → 08/2016
    Pittsburgh Field Club
    Pittsburgh, PA
  • 05/2018 → 08/2018
    First National Bank In
    Pittsburgh, PA
  • 04/2022 → Present
    Rockefeller Financial Llc
    Bethesda, MD
  • 07/2019 → 12/2019
    Merrill Lynch
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-06
  • S66 Uniform Combined State Law Examination
    2021-04-06
Other Names
  • Jack Morrison
  • John Morrison

View on SEC IAPD

Other Firms

WISS PRIVATE CLIENT ADVISORS, LLC
JACOBS LEVY EQUITY MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MARINER
USI SECURITIES, INC.

Other Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Jason W Hoffman
Raman Bhalla
Keyana Adelina Touchette
Luke Robert Warren Rich
Hunter William Kolmodin
Nicholas Henry Hoy

Other Offices

WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ

More in Florham Park, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor