Adviser and broker representative · Rockefeller Financial LLC
Jack S. Mutchnik
CRD 6494351 · Bethesda, MD
At a glance
Jack S. Mutchnik is an investment adviser representative with Rockefeller Financial LLC in Bethesda, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jack’s SEC record dates to 2021, about 5 years ago. Jack is also registered as a broker representative.
Current advisory firm
- Rockefeller Financial LLCSince November 2021Bethesda, MD · $100B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jack’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Rockefeller Financial LLC
- Thura K. AungBethesda
- Daniel GuadalupeBethesda
- Jackson K. TraxlerBethesda
- Shane T. TwomeyBethesda
- Gavin S. AbramsNew York
- Adam S. AbramsonAtlanta · Certified Financial Planner
- Cathy L. AchterArlington
- Trevor C. AdamsFlorham Park
Every advisor at Rockefeller Financial LLC →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news, moves and payouts →Financial advisors in Bethesda, MD →Every Rockefeller Financial LLC advisor in Bethesda →Advisor Moves: who changed firms this week →