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JENNIFER JILL MASSEY
JENNIFER JILL REED, JENNIFER JILL TOMLINSON
CRD#: 4844690
IA
Investment Adviser
B
Broker
ROCKEFELLER CAPITAL MANAGEMENTCRD#: 291361 1330 Post Oak Boulevard - 11th Floor
Houston, TX 77056
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2005 - 2005 (<1 year)2 FIRMS2005 - 2010 (4 years)2 FIRMS2010 - 2014 (4 years)2 FIRMS2014 - 2020 (6 years)2 FIRMS2020 - Present (4 years)
License(s)

State Registrations

B
Arizona 6/5/2020

B
Nevada 6/5/2020

B
Arkansas 3/16/2023

B
New Jersey 6/5/2020

B
California 6/5/2020

B
New Mexico 3/22/2022

B
Colorado 6/5/2020

B
New York 3/16/2023

B
Delaware 6/5/2020

B
Ohio 6/5/2020

B
District of Columbia 5/12/2021

B
Tennessee 1/29/2021

B
Florida 6/5/2020

B
Texas 6/5/2020

B
Georgia 6/5/2020

IA
Texas 6/5/2020

B
Louisiana 6/5/2020

B
Utah 6/5/2020

B
Massachusetts 6/5/2020

B
Washington 2/16/2022

B
Montana 8/6/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ROCKEFELLER CAPITAL MANAGEMENT (CRD#:291361)
1330 Post Oak Boulevard - 11th Floor, Houston, TX 77056
Registered with this firm since 6/5/2020

B
ROCKEFELLER FINANCIAL LLC (CRD#:291361)
1330 Post Oak Boulevard - 11th Floor, Houston, TX 77056
Registered with this firm since 6/5/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/02/2014 - 06/16/2020 UBS FINANCIAL SERVICES INC. (CRD#:8174) HOUSTON, TX
B
05/02/2014 - 06/16/2020 UBS FINANCIAL SERVICES INC. (CRD#:8174) HOUSTON, TX
IA
01/15/2010 - 05/13/2014 DEUTSCHE BANK SECURITIES INC. (CRD#:2525) HOUSTON, TX
B
01/15/2010 - 05/13/2014 DEUTSCHE BANK SECURITIES INC. (CRD#:2525) HOUSTON, TX
IA
09/20/2005 - 01/25/2010 UBS FINANCIAL SERVICES INC. (CRD#:8174) BRYAN, TX
B
09/20/2005 - 01/25/2010 UBS FINANCIAL SERVICES INC. (CRD#:8174) BRYAN, TX
IA
06/24/2005 - 08/22/2005 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) BRYAN, TX
B
01/01/2005 - 08/22/2005 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) SAN FRANCISCO, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.