Jillian Dempsey, financial advisor Wilmington NC

Jillian Dempsey

CRD Number: 5902125
Current Firm: Rockefeller Capital Management

Jillian Dempsey (CRD# 5902125) is an Investment Advisor Representative working at Rockefeller Capital Management in Wilmington, NC and has over 9 years of experience in the finance industry. Jillian Dempsey 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 Financial LLC Wilmington, NC Sep 2023 - Current < 1
Ubs Financial Services Inc. Wilmington, NC Mar 2011 - Sep 2023 12
Goodfellas Nightlife Wilmington, NC Oct 2005 - Mar 2020 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jillian M. Dempsey
Phone Number: 212-549-5100
Registered State(s):
  • NC
  • 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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