Jennifer Scarbrough Marsh
Investment adviser representative at Rockefeller Capital Management
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$99.6BFirm assets
Are you Jennifer Scarbrough Marsh? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Rockefeller Financial LLCMar 2022 to now
- Morgan StanleyFeb 2020 to Mar 2022
- UnemployedNov 2016 to Feb 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2016
- Morgan Stanley Smith BarneyJun 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Rockefeller Capital Management
Legal name: Rockefeller Financial LLC
$99.6BAssets managed
50,292Clients
692Advisers
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
- 5640892
- Firm CRD
- 291361