Best Investors Account Sign in

Jaisen Shardul Shah

Rockefeller Financial LLC

New York, NY

Claim This Profile
Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-24
  • NY RA
    APPROVED
    Since 2026-01-24

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
Rockefeller Financial Llc Ny NY 05/2024 Present
Morgan Stanley New York NY 06/2023 08/2023
Abbott Laboratories Alameda CA 05/2022 08/2022
Michigan State University East Lansing MI 08/2021 05/2025
Ann Arbor Pioneer High School Ann Arbor MI 09/2017 06/2021
Side Biscuit Ann Arbor MI 06/2021 09/2021
Tappan Middle School Ann Arbor MI 09/2014 09/2017
  • 05/2024 → Present
    Rockefeller Financial Llc
    Ny, NY
  • 06/2023 → 08/2023
    Morgan Stanley
    New York, NY
  • 05/2022 → 08/2022
    Abbott Laboratories
    Alameda, CA
  • 08/2021 → 05/2025
    Michigan State University
    East Lansing, MI
  • 09/2017 → 06/2021
    Ann Arbor Pioneer High School
    Ann Arbor, MI
  • 06/2021 → 09/2021
    Side Biscuit
    Ann Arbor, MI
  • 09/2014 → 09/2017
    Tappan Middle School
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-24
  • S66 Uniform Combined State Law Examination
    2026-01-24
Other Names
  • Jaisen S Shah

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
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

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor