Jahan
Jewayni
Rockefeller Financial LLC
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About this Advisor
Jahan Jewayni is a certified financial planner based in Washington, District Of Columbia who has 4 years of relevant experience. Jewayni is an advisor for Rockefeller Financial LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Rockefeller Financial LLC and Rock & Co LLC. Jewayni holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in District Of Columbia and Texas. Rockefeller Financial LLC is a business based in New York, NY. It has offices in 39 locations and a total of 531 advisors. It oversees $35 billion in assets between its 46,727 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 215 charitable organizations. Of its 46,727 customer accounts, 29% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the services provided. Fee types billed by Rockefeller Financial LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$34,707,894,464
531
46,727
$742,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jahan Jewayni Work History
Jahan has been registered as a financial advisor for 4 years.*
Rockefeller Financial LLC
Rock & Co LLC
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jahan Jewayni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockefeller Capital Management
Los Angeles, CA
San Francisco, CA
Birmingham, MI
San Francisco, CA
Cincinnati, OH
Greenwich, CT
Scottsdale, AZ
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
