Johnathon Santopadre
Investment adviser representative at Rockefeller Capital Management
16 yearsExperience
3 statesRegistered in
CFADesignation
$99.6BFirm 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 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
16 years in the industry.
- Rockefeller Financial LLCMar 2025 to now
- Verus InvestmentsJun 2022 to Mar 2025
- CalpersFeb 2016 to May 2022
- Behavior AnalystsOct 2010 to Dec 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, TN, 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
- 5766574
- Firm CRD
- 291361