Best Investors Account Sign in

Mason Harry

Rockefeller Financial LLC

Jacksonville Beach, FL

Atlanta, GA

Claim This Profile
Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-18
FL RA APPROVED 2025-12-16
  • TX RA
    APPROVED
    Since 2025-12-18
  • FL RA
    APPROVED
    Since 2025-12-16

Branch Locations

320 1St Street North, Unit 703, Jacksonville Beach, FL 32250 • United States

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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
Fidelity Investments Jacksonville FL 05/2023 01/2025
Nocatee Waterpark Ponte Vedra FL 03/2019 08/2021
Ponte Vedra Inn And Club Ponte Vedra Beach FL 05/2022 08/2022
Tallahassee Community College Tallahassee FL 08/2020 12/2021
Florida State University Ponte Vedra FL 01/2022 05/2024
Ponte Vedra Highschool Ponte Vedra FL 08/2016 05/2020
Rockefeller Financial Llc Jacksonville Beach FL 10/2025 Present
University Of North Florida Jacksonville FL 02/2025 09/2025
  • 05/2023 → 01/2025
    Fidelity Investments
    Jacksonville, FL
  • 03/2019 → 08/2021
    Nocatee Waterpark
    Ponte Vedra, FL
  • 05/2022 → 08/2022
    Ponte Vedra Inn And Club
    Ponte Vedra Beach, FL
  • 08/2020 → 12/2021
    Tallahassee Community College
    Tallahassee, FL
  • 01/2022 → 05/2024
    Florida State University
    Ponte Vedra, FL
  • 08/2016 → 05/2020
    Ponte Vedra Highschool
    Ponte Vedra, FL
  • 10/2025 → Present
    Rockefeller Financial Llc
    Jacksonville Beach, FL
  • 02/2025 → 09/2025
    University Of North Florida
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
S63 Uniform Securities Agent State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2025-12-15
  • S63 Uniform Securities Agent State Law Examination
    2023-11-16
Other Names
  • Mason Allen Harry
  • Mason Harry

View on SEC IAPD

Other Firms

ULLMANN WEALTH PARTNERS
STRIVUS WEALTH PARTNERS LLC
STANDFAST ASSET MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTREPID CAPITAL MANAGEMENT INC
MONEY CONCEPTS CAPITAL CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC

Other Investors

BRIAN G JAMES
JOHN PATRICK GUNN
CARRIE KING
CAITLIN Frederick
Mclain Roderick Johnson
Will Haga
GLENN MICHAEL ULLMANN
PATRICK J KILBANE

Other Offices

ULLMANN WEALTH PARTNERS · JACKSONVILLE BEACH, FL
STRIVUS WEALTH PARTNERS LLC · JACKSONVILLE BEACH, FL
STANDFAST ASSET MANAGEMENT, LLC · JACKSONVILLE BEACH, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · JACKSONVILLE BEACH, FL
INTREPID CAPITAL MANAGEMENT INC · JACKSONVILLE BEACH, FL
MONEY CONCEPTS CAPITAL CORP · JACKSONVILLE BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JACKSONVILLE BEACH, FL
EAGLE STRATEGIES LLC · JACKSONVILLE BEACH, FL

More in Jacksonville Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor