Matthew Douglas Jorgensen
Investment adviser representative at Rockefeller Capital Management
12 yearsExperience
3 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 2023 to now
- Hq Digital LLCJul 2022 to Feb 2023
- First Republic Investment Management, IncMar 2021 to Jun 2022
- First Republic Securities Company, LLCMar 2021 to Jun 2022
- UnemployedJan 2020 to Mar 2021
- Morgan StanleyFeb 2019 to Jan 2020
- Summit Financial ResourcesJun 2018 to Feb 2019
- Marist CollegeSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 6696144
- Firm CRD
- 291361