linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Bacon Pearson

Rockefeller Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Bacon Pearson

Jennifer Bacon Pearson is an investment advisor representative with Rockefeller Financial LLC. Jennifer has been in the industry since 2008 and is licensed to provide investment advice in Georgia and Texas. Jennifer has been with Rockefeller Financial LLC since May 2021 and has worked at a number of other firms including UBS Financial Services Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Jennifer's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Selection of Other Advisers, and Financial Planning.

Firm Information

Jennifer Pearson 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Pearson’s Registration & Firm History

GA

05/14/2021 - Present

Rockefeller Financial LLC (Savannah GA)

MA

02/24/2021 - 05/25/2021

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

02/29/2008 - 12/21/2015

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

04/02/2007 - 03/03/2008

MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)

MA

10/15/2004 - 04/02/2007

MORGAN STANLEY DW INC. (BOSTON MA)

MN

07/16/2003 - 02/06/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/16/2003 - 02/06/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Jennifer Bacon Pearson is right for you?

Licenses & Designations

BOTH

Issued 04/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/23/2020

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Bacon Pearson.
Not sure if Jennifer Bacon Pearson is right for you?