Jaslinne M Lopez
Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
2 statesRegistered in
$99.6BFirm assets
8 yearsFirm in business
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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
12 years in the industry.
- Rockefeller Financial LLCMay 2026 to now
- Morgan StanleyFeb 2019 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2017 to Feb 2019
- UnemployedFeb 2017 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6166335
- Firm CRD
- 291361