Cole Jameson Wells

Investment adviser representative at Rockefeller Capital Management

12 yearsExperience

1 stateRegistered in

$99.6BFirm assets

8 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

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12 years in the industry.

Registered as an investment adviser representative in 1 state (NY).

Legal name: Rockefeller Financial LLC

$99.6BAssets managed

50,292Clients

692Advisers

8 yearsIn business

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.