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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 Anderson is a financial advisor with Rockefeller Financial LLC. Jeffrey has been working in the financial services industry since November 2004. Jeffrey is registered with the following securities authorities: Texas, Washington and the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Jeffrey holds the following licenses: Series 7, Series 31, Series 66 and SIE. Jeffrey is also a Certified Financial Planner. Jeffrey's previous employment includes UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey's specializations include Retirement Planning, College Savings, Estate Planning, Insurance, and Tax Planning. Jeffrey works with a variety of clients including: individuals, high net worth individuals, corporations, businesses, trusts, and charitable organizations. Jeffrey's firm, Rockefeller Financial LLC, has over $50 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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
TX
04/01/2021 - Present
Rockefeller Financial LLC (Dallas TX)
WA
07/13/2007 - 04/12/2021
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
TX
11/01/2004 - 07/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 11/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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