Jarrett Todd Bostwick
Investment adviser representative at Rockefeller Capital Management
19 yearsExperience
2 statesRegistered in
$36.8BFirm assets
8 yearsFirm in business
Are you Jarrett Todd Bostwick? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Rockefeller Capital ManagementOct 2023 to now
- Rockefeller Financial LLCJun 2022 to now
- Bonaventure EquityAug 2019 to now
- Handler Thayer, LLPJan 2009 to now
- Factorhealth Management, LLCNov 2007 to now
- Spearhead Capital Advisors, LLCSep 2012 to May 2022
- Spearhead Capital, LLCJan 2012 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Rockefeller Capital Management
Legal name: Rockefeller & Co. LLC
$36.8BAssets managed
6,490Clients
346Advisers
8 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
- 4651736
- Firm CRD
- 294197