Jack Kelleher

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

• 08/2024 → 01/2025
  Wall Street Access
  New York, NY
• 08/2019 → 05/2024
  Syracuse University
  Syracuse, NY
• 09/2015 → 09/2017
  Xaverian High School
  Brooklyn, NY
• 09/2017 → 05/2019
  Staten Island Academy
  Staten Island, NY
• 06/2024 → 07/2024
  Unemployment
  Staten Island, NY
• 01/2025 → Present
  Rockefeller Financial Llc
  Ny, NY
• 06/2023 → 08/2023
  Slate Property Group
  New York, NY
• 12/2022 → 01/2023
  Rfr
  New York, NY
• 06/2022 → 08/2022
  Guardian Life Insurance
  New York, NY
• 06/2021 → 07/2021
  Starboard Advisors Llc
  Portland, ME

Exams

• S66 Uniform Combined State Law Examination
  2026-07-24

Other Names

• Jack Gerard Kelleher