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Jackson Brent Wildermuth

Rockefeller Financial LLC

Chicago, IL

CRD 7711853

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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:

Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-30
TX RA APPROVED 2025-01-30
  • IL RA
    APPROVED
    Since 2025-01-30
  • TX RA
    APPROVED
    Since 2025-01-30

Branch Locations

222 West Adams Suite 2450, Chicago, IL 60606 • 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
Rockefeller Financial Llc Chicago IL 05/2024 Present
Morgan Stanley Chicago IL 05/2023 08/2023
University Of Illinois At Urbana-Champaign Champaign IL 08/2020 05/2024
Walter Payton College Prep Chicago IL 08/2016 06/2020
  • 05/2024 → Present
    Rockefeller Financial Llc
    Chicago, IL
  • 05/2023 → 08/2023
    Morgan Stanley
    Chicago, IL
  • 08/2020 → 05/2024
    University Of Illinois At Urbana-Champaign
    Champaign, IL
  • 08/2016 → 06/2020
    Walter Payton College Prep
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-29
S63 Uniform Securities Agent State Law Examination 2024-12-26
  • S65 Uniform Investment Adviser Law Examination
    2025-01-29
  • S63 Uniform Securities Agent State Law Examination
    2024-12-26
Other Names
  • Jackson B Wildermuth

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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