Janelle
Cromwell

Rockefeller Financial LLC

CRD#5948047
Investment Advisor
in Olympia, WA

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About this Advisor

Janelle Cromwell is a certified financial planner based out of Olympia, Washington, with a total of 2 years of relevant experience. Cromwell is an employee of Rockefeller Financial LLC. Cromwell has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Homemaking, Bank Of America, N.A and Rockefeller Financial LLC. Cromwell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas and Washington. Rockefeller Financial LLC is a financial advisory firm headquartered in New York, NY. It has offices in 39 locations and a total of 531 advisors. It handles $35 billion in total assets across its 46,727 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 215 charities and foundations. Of its 46,727 customer accounts, 29% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a diverse set 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. Fees for financial advisory services typically are based on which services the firm provides the client. Fees charged by Rockefeller Financial LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

711 S Capitol Way, Suite 705
Olympia, WA 98501

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Rockefeller Financial LLC Brokerage Details

Total Assets Under Management

$34,707,894,464

WA Average: $7,464,549,021
Total Number of Employees

531

WA Average: 88
Total Number of Accounts

46,727

WA Average: 3,892
Average Account Size

$742,780

WA Average: $1,917,921

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

Janelle Cromwell Work History

Janelle has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Rockefeller Financial LLC

2015 - 2021 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2021 (6 years)

Bank Of America, N.A

2013 - 2015 (2 years)

Homemaking

*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 Janelle Cromwell 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

Joy Anne Marie Gonzales
Newport Beach, CA
Janelle Cromwell
Olympia, WA
Summer Macallister
San Francisco, CA
Andrew Karr
Atlanta, GA
Trisha Fountain
Cincinnati, OH
Fabienne Tremblay-Parent
Washington, DC
Cristina Tacettin
St. Augustine, FL
Lindsay Dreyer
Chicago, IL

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.

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