Jenny
Young
Rockefeller Financial LLC
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About this Advisor
Jenny Young is a certified financial planner who works in Charlotte, North Carolina with a total of 1 year of industry experience. Young is currently employed by Rockefeller Financial LLC. During their career, the advisor has held roles at Morgan Stanley, Ledford High School, University Of North Carolina At Chapel Hill, Hilltop Wealth Advisors, Web 4 Half, Pnc Bank, Morgan Stanley Private Bank, N.A, First Republic Securities Company LLC and First Republic Investment Management, Inc. Young holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California, North Carolina and Texas. Rockefeller Financial LLC is a business based out of New York, NY. The firm has offices in 39 locations and a total of 531 advisors. It handles $35 billion in assets among its 46,727 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 215 charities and foundations. Of its 46,727 accounts, 29% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, including 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 depend on which service is provided. However, fees charged by Rockefeller Financial LLC likely consist of some blend 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
Jenny Young Work History
Jenny has been registered as a financial advisor for 1 years.*
First Republic Securities Company LLC
First Republic Investment Management, Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
Pnc Bank
Pnc Bank
University Of North Carolina At Chapel Hill
Hilltop Wealth Advisors
Web 4 Half
University Of North Carolina At Chapel Hill
Morgan Stanley
University Of North Carolina At Chapel Hill
University Of North Carolina At Chapel Hill
Ledford 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 Jenny Young 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
Atlanta, GA
Los Gatos, CA
Spring, TX
Cincinnati, OH
Olympia, WA
Chicago, IL
Boca Raton, FL
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.
