Jack
Browne
Rockefeller Financial LLC
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About this Advisor
Jack Browne is a financial advisor based out of New York, New York who has 1 year of industry experience. Browne works at Rockefeller Financial LLC. Over the course of their career, Browne has held roles at Rbc Capital Markets LLC, Bailey Bev Inc, University Of Massachusetts - Amherst, Pleasantville High School, Ibm, Pocantico Hills School &Town Pool and Rockefeller Financial LLC. Browne holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New York and Texas. Rockefeller Financial LLC is a registered investment firm operating out of New York, NY. The firm has offices in 39 locations and a total of 531 employees. It administers $35 billion in assets among its 46,727 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 215 charities and foundations. Of its 46,727 customer accounts, 29% belong to high-net-worth investors who have at least $1 million in investable assets. The company has 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. Financial advisory fee schedules usually are based on which service is offered. However, fee types charged by Rockefeller Financial LLC may include 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
Jack Browne Work History
Jack has been registered as a financial advisor for 1 years.*
Rockefeller Financial LLC
Rbc Capital Markets LLC
Bailey Bev Inc
Ibm
University Of Massachusetts - Amherst
Pocantico Hills School &Town Pool
Pleasantville High School
*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 Jack Browne 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
Dallas, TX
Los Gatos, CA
Boca Raton, FL
Spring, TX
Atlanta, GA
San Francisco, CA
San Francisco, CA
Olympia, WA
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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