Jackson Timothy Mahorney
Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
1 stateRegistered 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 Financial LLCNov 2022 to now
- Rockefeller Capital ManagementNov 2022 to now
- 9258 Wealth Management, LLCDec 2021 to Nov 2022
- Usi Insurance ServicesOct 2020 to Dec 2021
- Equitable Advisors, LLCMay 2020 to Aug 2020
- AXA Advisors, LLCMay 2020 to Jun 2020
- UnemployedMar 2020 to May 2020
- University of CincinnatiAug 2019 to Dec 2019
- Churchill DownsApr 2017 to Apr 2017
- Cincinnati Floor CompanyMay 2016 to Mar 2020
- Centre CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7254090
- Firm CRD
- 291361