Jonathan Andre Bouvier
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 LLCAug 2025 to now
- Rockefeller Financial LLCFeb 2025 to May 2025
- Janney Montgomery Scott LLCOct 2024 to Dec 2024
- Skidmore CollegeSep 2024 to May 2025
- Paragon CommunicationsJun 2024 to Aug 2024
- Skidmore CollegeSep 2023 to May 2024
- Paragon CommunicationsJun 2023 to Aug 2023
- Skidmore CollegeSep 2022 to May 2023
- Paragon CommunicationsMay 2022 to Aug 2022
- Skidmore CollegeSep 2021 to May 2022
- Bertucci's Italian RestaurantJan 2021 to Jan 2022
- Pomfret SchoolSep 2020 to May 2021
- Self-employedMay 2020 to Sep 2020
- Hopkinton Parks and RecreationJun 2018 to Aug 2019
- Saint John's High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7994665
- Firm CRD
- 291361