JN
Jenny R. Naylor
ROCKEFELLER FINANCIAL LLC
Mt Pleasant, SC
Some features on this profile are disabled
CRD#: 3014743
JN
Professional summary
Jenny Rebecca Naylor, who also goes by Jenny Rebecca Olesnevich, is a registered financial advisor currently at ROCKEFELLER FINANCIAL LLC located in Mt Pleasant, South Carolina and ROCKEFELLER CAPITAL MANAGEMENT located in Mt Pleasant, South Carolina.
Jenny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jenny has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jenny Rebecca Olesnevich
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Entity Name: Vermont Youth Conservation Corps Investment related: No "Address: 1949 East Main Street, Richmond, VT 05477 Richmond, VT 05477" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2022 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: providing youth with the platform (via the land) to develop skills and become young leaders. Focus is on work force development and education. Entity Name: Jenny Rebecca Photography Investment related: No Address: Mt Pleasant, SC www.jennyrebeccaphotography.com Nature of the other business: Photography business which includes family portraiture and wedding photography. I do all of my photographing on the weekends. Position/Title/Relationship: Sole Proprietor Start Date: 07-Jul-2014 Approximate # of hours a month: 12 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole employee of the business. I am the photographer and business administrator.
CRS (Client Relationship Summary) - RIA
Click below to view Jenny Rebecca Naylor's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jenny Rebecca Naylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 7, 2024 - Present
ROCKEFELLER FINANCIAL LLC
RIA
BD
CRD#: 291361
Mt Pleasant, SC
Current
November 4, 2025 - Present
ROCKEFELLER CAPITAL MANAGEMENT
RIA
CRD#: 294197
Mt Pleasant, SC
Current
October 7, 2024 - Present
ROCKEFELLER FINANCIAL LLC
Office #1: 3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305RIA
BD
CRD#: 291361
Atlanta, GA
Past
April 8, 2024 - October 6, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Boston, MA
Past
August 5, 2011 - October 6, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Boston, MA
Past
April 21, 1998 - July 21, 2011
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
ROCKEFELLER FINANCIAL LLC
ROCKEFELLER CAPITAL MANAGEMENT | ROCKEFELLER GLOBAL FAMILY OFFICE | ROCKEFELLER FINANCIAL LLC
CRD#: 291361 / SEC#: 801-114033, 8-70054
RIA
Registered Investment Advisory firm - SEC (9/21/2018 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/7/2024)
RR
California(10/7/2024)
RR
Colorado(10/7/2024)
RR
Connecticut(10/7/2024)
RR
Delaware(10/7/2024)
RR
Florida(10/7/2024)
RR
Georgia(10/7/2024)
RR
Illinois(10/7/2024)
RR
Massachusetts(10/7/2024)
IAR
Massachusetts(10/17/2024)
RR
Michigan(10/7/2024)
RR
Nevada(10/7/2024)
RR
New Jersey(10/7/2024)
RR
New Mexico(10/7/2024)
RR
New York(10/7/2024)
RR
North Carolina(10/7/2024)
RR
Ohio(10/10/2025)
RR
Pennsylvania(10/7/2024)
RR
Rhode Island(10/7/2024)
RR
South Carolina(10/7/2024)
IAR
South Carolina(9/22/2025)
RR
Texas(10/7/2024)
IAR
Texas(10/7/2024)
RR
Vermont(10/7/2024)
RR
Virginia(10/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RF
ROCKEFELLER FINANCIAL LLC
ROCKEFELLER CAPITAL MANAGEMENT | ROCKEFELLER GLOBAL FAMILY OFFICE | ROCKEFELLER FINANCIAL LLC
CRD#: 291361 / SEC#: 801-114033, 8-70054
RIA
Registered Investment Advisory firm - SEC (9/21/2018 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
45 Rockefeller Plaza Floor 5, New York, NY 10111
Mailing Address
45 Rockefeller Plaza Floor 5, New York, NY 10111
Phone number
(212) 549-5100
Established
Delaware since 10/20/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
824
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 76,628 |
| AUM (Assets Under Management) | $ 70,030,224,514 |
Disclosures
| Regulatory Event | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 08/26/2024 | ||
| 09/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
