Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mason is a financial advisor with Rockefeller Financial LLC, a firm managing over $50 billion in assets. Jennifer has a strong focus on financial planning and portfolio management for both businesses and individuals. Jennifer is registered with FINRA and holds the Series 7TO and SIE licenses. Jennifer's primary office is located in Los Angeles, CA.
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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CA
03/06/2023 - Present
Rockefeller Financial LLC (Los Angeles CA)
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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