Craig Janus, financial advisor Chicago IL

Craig Janus

CRD Number: 5883260
Current Firm: Rockefeller Capital Management

Craig Janus (CRD# 5883260) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has 1 year of experience in the finance industry. Craig Janus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rockefeller Capital Management Oak Brook, IL Aug 2023 - Current < 1
Rockefeller Financial LLC Oak Brook, IL Jul 2023 - Current < 1
Rockefeller & Co Oak Brook, IL Mar 2021 - Jun 2023 2
Whitnell & Company Oak Brook, IL Oct 2007 - Mar 2021 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2022
Contact Info for Craig S. Janus
Phone Number: 212-549-5100
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    34,708
    MILLIONS
  • Total Number of Accounts
    46,727
    ACCOUNTS
  • Average Account Value
    $742,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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