Noah R Jones
Investment adviser representative at Rockefeller Capital Management
13 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
13 years in the industry.
- Rockefeller Financial LLCJan 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jan 2024
- Michigan Republican PartySep 2021 to Oct 2021
- Office of Terri Lynn LandFeb 2020 to May 2020
- Maple Hill GolfMay 2019 to Nov 2021
- Accurex MeasurementsJan 2019 to Jan 2020
- MeijerJun 2018 to Feb 2019
- Grand Valley State UniversityAug 2017 to May 2021
- Metamora Golf and Country ClubApr 2015 to Aug 2017
- Lapeer High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7466246
- Firm CRD
- 291361