Morgan Stanley
47yrs
Top advisor by experience in New York
6yrs
Jack Browne
Financial advisor at Rockefeller Capital Management
Jack Browne has worked in the financial industry for 6 years and is a fiduciary financial advisor based in New York, New York. After two years at RBC Capital Markets, Jack joined Rockefeller Capital Management in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office45 Rockefeller Plaza, New York, NY 10111
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?2 states
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowRockefeller Financial LLCCurrent firm
- 2020 – 2022RBC Capital Markets, LLCPreviously
Contact Jack
(212) 549-5100Rockefeller Capital Management main office 45 Rockefeller PlazaNew York, NY 10111Office · Get directions
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Jack Browne. Jack works from the New York, NY office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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