Adviser and broker representative · Rockefeller Financial LLC
Will J. Ginger
CRD 6689131 · Dallas, TX
At a glance
Will J. Ginger is an investment adviser representative with Rockefeller Financial LLC in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Will’s SEC record dates to 2017, about 9 years ago. Will is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Rockefeller Financial LLCSince November 2024Dallas, TX · $100B in regulatory assets
- Rockefeller Capital ManagementSince October 2025Rogers, AR · $37B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Will’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
- 1 firmLocked
- 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
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- Jeffrey S. AndersonDallas · Certified Financial Planner
- Michael R. ArmondoDallas · Certified Financial Planner, Chartered Financial Consultant
- Matthew A. AshleyDallas
- James C. Aughenbaugh IIDallas
- Ryan E. BarcenaDallas
- John A. BazanDallas
- Natalie BerryDallas
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