Annabella Rockwell, financial advisor Palm Beach Gardens FL

Annabella Rockwell

CRD Number: 6786408
Current Firm: J.p. Morgan Securities LLC

Annabella Rockwell (CRD# 6786408) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Palm Beach Gardens, FL Aug 2019 - Current 1
Jpmorgan Securities, LLC Palm Beach Gardens, FL Aug 2019 - Current 1
Palm Beach Skate Zone Lake Worth, FL Mar 2019 - Aug 2019 < 1
Unemployed Wellington, FL Nov 2018 - Mar 2019 < 1
Florida Democratic Party Ft. Lauderdale, FL Jul 2018 - Nov 2018 < 1
Bgc Financial, LP New York, NY Sep 2017 - Jul 2018 < 1
Ubs New York, NY May 2017 - Sep 2017 < 1
Unemployed New York, NY Jan 2017 - May 2017 < 1
Us House Of Representatives Fl-21 Boca Raton, FL Nov 2016 - Jan 2017 < 1
Democratic Party Of Virginia Woodbridge, VA Aug 2016 - Nov 2016 < 1
Insa Business, Marketing And Communications School Barcelona, Oct 2015 - Aug 2016 < 1
Stoke Travel Company Barcelona, Dec 2015 - Jul 2016 < 1
Unemployed Wellington, FL Aug 2015 - Oct 2015 < 1
Office Of State Attorney 15th Judicial Circuit West Palm Beach, FL May 2015 - Aug 2015 < 1
Mount Holyoke College Office Of Admissions South Hadley, MA Aug 2014 - May 2015 < 1
Mount Holyoke College South Hadley, MA Aug 2011 - May 2015 3
Mount Holyoke College Office Of Advancement South Hadley, MA Jan 2012 - Sep 2013 1
Unemployed Wellington, FL Jun 2011 - Aug 2011 < 1
Saint Andrew's School Boca Raton, FL Aug 2008 - Jun 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Annabella C. Rockwell
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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, 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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