Jeffrey J Rockefeller
Investment adviser representative at Kovack Advisors, Inc.
41 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
41 years in the industry.
- Kovack Advisors, Inc.Oct 2011 to now
- Kovack Securities Inc.Sep 2004 to now
- Rockfeller Podiatry Assoc.Aug 1985 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Kovack Advisors, Inc.
$6.3BAssets managed
13,293Clients
258Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4409802
- Firm CRD
- 140808