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Justin Matthew Katz

Rockefeller Financial LLC

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About Justin Matthew Katz

Justin Katz is a registered investment advisor representative with Rockefeller Financial LLC. Justin has been in the financial services industry since September 29, 2019 and holds licenses in 50 states and the District of Columbia. Justin Katz is also a registered investment advisor representative in Texas. Justin Katz specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Justin Katz is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Justin Katz 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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Justin Katz’s Registration & Firm History

MI

01/12/2024 - Present

Rockefeller Financial LLC (Grand Rapids MI)

MI

09/30/2019 - 01/16/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 10/31/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Matthew Katz.
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