Jack Steven Mutchnik
Investment adviser representative at Rockefeller Capital Management
11 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
11 years in the industry.
- Rockefeller Capital ManagementApr 2024 to now
- Rockefeller Financial LLCNov 2021 to now
- Truist Investment Services, Inc.May 2021 to Nov 2021
- Leidos Inc.Jun 2019 to May 2021
- Balance GymMar 2019 to Jun 2019
- Bb&t Scott &stringfellowMay 2018 to Aug 2018
- Editorial Projects In EducationMay 2017 to Aug 2017
- Chef GeoffsMay 2016 to May 2017
- Jacobs Fitness CenterAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 6494351
- Firm CRD
- 291361