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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J. Rockefeller is a financial advisor at Kovack Advisors, Inc., a firm that offers a range of financial services. Jeffrey J. Rockefeller has been in the financial services industry for over 20 years. Jeffrey J. Rockefeller holds the Series 6, 7, 24, 63, and 65 licenses as well as the SIE designation. He has a strong track record of success in providing financial advice to individuals and businesses. Jeffrey J. Rockefeller is also a Certified Financial Planner. Jeffrey J. Rockefeller provides a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Jeffrey J. Rockefeller is passionate about helping clients achieve their financial goals. Jeffrey J. Rockefeller also is the president of Rockefeller and Associates, LLC, a financial planning firm that provides investment and insurance services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
08/19/2024 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
GA
04/02/2002 - 09/10/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/03/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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