Jillian Marie Dean
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
3 statesRegistered in
$99.6BFirm assets
8 yearsFirm in business
Are you Jillian Marie Dean? Claim your profile
Contact this firm
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
10 years in the industry.
- Rockefeller Financial LLCJul 2026 to now
- Morgan Stanley Smith Barney LLCMay 2025 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to May 2025
- Rumble BoxingOct 2018 to Mar 2020
- Fordham UniversityAug 2018 to May 2020
- Woof Gang Bakery and GroomingJun 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7176702
- Firm CRD
- 291361