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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

JARRETT TODD BOSTWICK

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

WELLINGTON, FL | ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abcbdb6f-a372-5123-0830-b2a9f9d0b8a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Apr 2, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jarrett Todd Bostwick

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROCKEFELLER CAPITAL MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 2
Exams: S63|S65
First exam: May 24, 2013
First registration: Apr 2, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4651736

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Oct 9, 2023	n/a	yes	WELLINGTON, FL	Current employment
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Jun 1, 2022	n/a	yes	WELLINGTON, FL\|ATLANTA, GA	Current employment
SPEARHEAD CAPITAL ADVISORS, LLC	Former SEC adviser	Aug 30, 2017	Jun 30, 2022	no	WELLINGTON, FL	Previous registration
ERNST & YOUNG INVESTMENT ADVISERS LLP	No RAUM reported	Apr 2, 2003	Oct 8, 2003	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SPEARHEAD CAPITAL ADVISORS, LLC	ROCKEFELLER CAPITAL MANAGEMENT	Jun 30, 2022	Jun 1, 2022	-29	Firm change	RIA to ibd
ERNST & YOUNG INVESTMENT ADVISERS LLP	SPEARHEAD CAPITAL ADVISORS, LLC	Oct 8, 2003	Aug 30, 2017	5,075	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
161131:291361:FL:2022-06-30	Jun 30, 2022	Jun 1, 2022	WELLINGTON, FL	Firm change

Relationships

Registered with (4)

→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Oct 9, 2023 to presentfactForm ADV
→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ SPEARHEAD CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 30, 2017 to Jun 30, 2022factForm ADV
→ ERNST & YOUNG INVESTMENT ADVISERS LLPRegistered adviserregistration: previous registration
Apr 2, 2003 to Oct 8, 2003factForm ADV

Dated events

Occurred
Jun 30, 2022
Advisor changed firm
Jarrett Todd Bostwick left Spearhead Capital Advisors, Llc for Rockefeller Capital Management (registered 2022-06-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abcbdb6f-a372-5123-0830-b2a9f9d0b8a2
First observed: Apr 2, 2003
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JARRETT TODD BOSTWICK

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

WELLINGTON, FL | ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abcbdb6f-a372-5123-0830-b2a9f9d0b8a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ROCKEFELLER CAPITAL MANAGEMENT

Bd affiliated wealth

Oct 9, 2023

n/a

yes

WELLINGTON, FL

Current employment

ROCKEFELLER CAPITAL MANAGEMENT

Bd affiliated wealth

Jun 1, 2022

n/a

yes

WELLINGTON, FL|ATLANTA, GA

Current employment

SPEARHEAD CAPITAL ADVISORS, LLC

Former SEC adviser

Aug 30, 2017

Jun 30, 2022

WELLINGTON, FL

Previous registration

ERNST & YOUNG INVESTMENT ADVISERS LLP

No RAUM reported

Apr 2, 2003

Oct 8, 2003

CHICAGO, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SPEARHEAD CAPITAL ADVISORS, LLC

ROCKEFELLER CAPITAL MANAGEMENT

Jun 30, 2022

Jun 1, 2022

-29

Firm change

RIA to ibd

ERNST & YOUNG INVESTMENT ADVISERS LLP

SPEARHEAD CAPITAL ADVISORS, LLC

Oct 8, 2003

Aug 30, 2017

5,075

Firm change after gap

Other

Team

Left

Joined

From

Kind

161131:291361:FL:2022-06-30

Jun 30, 2022

Jun 1, 2022

WELLINGTON, FL

Firm change