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Jason Zilveti

Rockefeller Capital Management
21 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
View SEC Summary
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Jason Zilveti is a registered investment advisor at Rockefeller Capital Management, based in Scottsdale, AZ, with 21 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
346 advisors
Number of Clients
6,490 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$36.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

MAX at Kierland, 16220 North Scottsdale Road, Scottsdale, AZ, 85254

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason is a licensed realtor in Arizona, though he spends no time on this activity. He also serves on the board of directors for two Christian charities, Arizona Fellowship of Christian Athletes and Tales From The Tour.

Employment History
Current Registrations
Rockefeller Capital Management
August 2025 - Present · 1 yr 2 mos
Rockefeller Capital Management
September 2020 - Present · 6 yrs 1 mo
Rockefeller Financial LLCBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
February 2008 - September 2020 · 12 yrs 7 mos
UBS Financial Services INC.
February 2008 - September 2020 · 12 yrs 7 mos
Morgan Stanley & CO., Incorporated
April 2007 - March 2008 · 11 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
State Registrations23 states
AKAZCACOCTDEFLILMAMIMONCNVOHOKPATNTXUTVAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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