Matthew Douglas Jorgensen

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

• 02/2019 → 01/2020
  Morgan Stanley
  New York, NY
• 06/2018 → 02/2019
  Summit Financial Resources
  Parsipanny, NJ
• 09/2014 → 05/2018
  Marist College
  Poughkeepsie, NY
• 03/2021 → 06/2022
  First Republic Investment Management, Inc
  New York, NY
• 03/2021 → 06/2022
  First Republic Securities Company, Llc
  New York, NY
• 01/2020 → 03/2021
  Unemployed
  Glen Rock, NJ
• 05/2023 → Present
  Rockefeller Financial Llc
  Ny, NY
• 07/2022 → 02/2023
  Hq Digital Llc
  Stamford, CT

Previous Registrations

• 2022-03-15 → 2022-06-27
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-15
• S63 Uniform Securities Agent State Law Examination
  2021-10-19

Other Names

• Matthew D Jorgensen
• Matt Jorgensen
• Matthew Douglas Jorgensen
• Matthew Jorgensen