Jackson Keith Traxler
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 Capital ManagementApr 2024 to now
- Rockefeller Financial LLCNov 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Nov 2021
- Truist Investment Services, Inc.Feb 2021 to Nov 2021
- Bb&t SecuritiesAug 2020 to Feb 2021
- Morgan Stanley Private Bank, N.A.Aug 2019 to Jul 2020
- Morgan StanleyJun 2019 to Jul 2020
- Catholic University of AmericaAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7118974
- Firm CRD
- 291361