John
Wagner
Rockefeller Financial LLC
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About this Advisor
John Wagner is a financial advisor who works in Atlanta, Georgia with 2 years of relevant experience. Wagner works at Rockefeller Financial LLC. Throughout their career, Wagner has worked at Rockefeller Financial LLC, Rock & Co LLC, Morgan Stanley, Signature Fd and Mansfield Energy Corp. Wagner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Rockefeller Financial LLC is an advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 39 locations and a total of 531 advisors. It handles $35 billion in total assets across its 46,727 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 215 charitable organizations. Of its 46,727 accounts, 29% are associated with high-net-worth clients who have at least $1 million in investable assets. Rockefeller Financial LLC 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. A financial advisor's fee schedules largely vary depending on the services provided. However, fee types charged by Rockefeller Financial LLC can include some combination 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
John Wagner Work History
John has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Rock & Co LLC
Morgan Stanley
Morgan Stanley
Signature Fd
Mansfield Energy Corp
*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 John Wagner 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
Chicago, IL
Boca Raton, FL
Birmingham, MI
San Francisco, CA
Cincinnati, OH
Los Gatos, CA
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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