Juan Carlos Mireles
Investment adviser representative at Rockefeller Capital Management
10 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
10 years in the industry.
- Rockefeller Financial LLCJun 2026 to now
- Empower Financial Services, IncNov 2025 to Jun 2026
- LululemonSep 2022 to Jan 2023
- State FarmJul 2022 to Aug 2022
- Bok FinancialJan 2022 to Jun 2022
- Bank of AmericaNov 2021 to Dec 2021
- J.P. Morgan Securities LLCDec 2019 to Oct 2025
- University of OklahomaJun 2019 to Aug 2019
- Best BuyJun 2017 to Jan 2020
- Shorty SmallsJan 2017 to Jun 2017
- ChipotleNov 2016 to Dec 2016
- UpsOct 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 7703489
- Firm CRD
- 291361