Jack Kelleher
Investment adviser representative at Rockefeller Capital Management
11 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
11 years in the industry.
- Rockefeller Financial LLCJan 2025 to now
- Wall Street AccessAug 2024 to Jan 2025
- UnemploymentJun 2024 to Jul 2024
- Slate Property GroupJun 2023 to Aug 2023
- RfrDec 2022 to Jan 2023
- Guardian Life InsuranceJun 2022 to Aug 2022
- Starboard Advisors LLCJun 2021 to Jul 2021
- Syracuse UniversityAug 2019 to May 2024
- Staten Island AcademySep 2017 to May 2019
- Xaverian High SchoolSep 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 7987228
- Firm CRD
- 291361