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Jake Balsley

Rockefeller Financial LLC

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About Jake Balsley

Jake Balsley is a registered investment advisor representative associated with Rockefeller Financial LLC. Jake is currently registered in Ohio and Texas. Jake has been in the industry since at least 2016. Jake has passed the Series 66 exam, which covers the Uniform Combined State Law Examination. Jake is a specialist in a variety of areas including: * Portfolio management for individuals * Portfolio management for businesses * Financial planning * Pension consulting * Selection of other advisers Jake has experience with a variety of clients including high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Jake is also currently employed by Rockefeller Capital Management.

Firm Information

Jake Balsley is currently registered with Rockefeller Financial LLC. Rockefeller Financial LLC is a Limited Liability Company formed in 2017 and headquartered in New York, NY. The firm has over 500 employees and manages over $50 billion in assets for clients including high-net-worth individuals, corporations, and charitable organizations. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. They are registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
Rockefeller Financial LLC

45 ROCKEFELLER PLAZA

NEW YORK, NY 10111

$51.82B

Assets Under Management

161

Total Clients

747

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Balsley’s Registration & Firm History

IL

02/03/2025 - Present

Rockefeller Financial LLC (Chicago IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Balsley.
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