Annabella RockwellCRD 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.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management163,396MILLIONS
Total Number of Accounts660,063ACCOUNTS
Average Account Value$247,546
- A percentage of assets under your management
- 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)
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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