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Edward Jeter

Rockefeller Capital Management
24 Years of Experience
Marietta, GA
1 DisclosureBroker
View SEC Summary
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Edward Jeter is a registered investment advisor at Rockefeller Capital Management, based in Marietta, GA, with 24 years of industry experience. Edward 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
347 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

Marietta, GA

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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
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Rockefeller Capital Management
November 2025 - Present · 11 mos
Rockefeller Capital Management
March 2020 - Present · 6 yrs 7 mos
Rockefeller Financial LLC
February 2020 - Present · 6 yrs 8 mos
Rockefeller Financial LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Morgan Stanley
April 2011 - February 2020 · 8 yrs 10 mos
Morgan StanleyBroker
April 2011 - February 2020 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2011 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2011 · 1 yr 6 mos
Banc of America Investment Services, INC.
March 2006 - October 2009 · 3 yrs 7 mos
Banc of America Investment Services, INC.Broker
February 2006 - October 2009 · 3 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - February 2006 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2002 - January 2003 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - February 2006 · 3 yrs 6 mos
State Registrations19 states
DCDEFLGAIAMAMDMOMSMTNCNENYOKORTNTXVAVirgin Islands
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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