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Matthew Douglas Jorgensen

Rockefeller Financial LLC

New York, NY

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-08-01
TX RA APPROVED 2023-05-16
NY RA APPROVED 2023-05-15
  • CT RA
    APPROVED
    Since 2025-08-01
  • TX RA
    APPROVED
    Since 2023-05-16
  • NY RA
    APPROVED
    Since 2023-05-15

Branch Locations

45 Rockefeller Plaza, New York, NY 10111 • 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
Morgan Stanley New York NY 02/2019 01/2020
Summit Financial Resources Parsipanny NJ 06/2018 02/2019
Marist College Poughkeepsie NY 09/2014 05/2018
First Republic Investment Management, Inc New York NY 03/2021 06/2022
First Republic Securities Company, Llc New York NY 03/2021 06/2022
Unemployed Glen Rock NJ 01/2020 03/2021
Rockefeller Financial Llc Ny NY 05/2023 Present
Hq Digital Llc Stamford CT 07/2022 02/2023
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-15
S63 Uniform Securities Agent State Law Examination 2021-10-19
  • 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

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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