Jeffrey
Anderson
Rockefeller Financial LLC
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About this Advisor
Jeffrey Anderson is a certified financial planner operating in Dallas, Texas with 2 years of relevant experience. Anderson is an advisor for Rockefeller Financial LLC. Throughout their career, Anderson has worked at Rockefeller Financial LLC and Ubs Financial Services Inc. Anderson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Washington. Rockefeller Financial LLC is an advisory firm headquartered in New York, NY. The firm has offices in 39 locations and a total of 531 financial advisors. It manages $35 billion in total assets among its 46,727 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 215 charities and foundations. Of its 46,727 customer accounts, 29% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a broad range 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 usually are based on which services the firm provides the client. 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
Jeffrey Anderson Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Ubs Financial Services 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 Jeffrey Anderson 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
San Francisco, CA
Cincinnati, OH
Mesa, AZ
Saratoga Springs, NY
Los Angeles, CA
San Francisco, CA
Atlanta, GA
Saratoga Springs, NY
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.
