JAMES ALLEN MCKENZIE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-11-05 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2023-10-20 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-05-31 | 2023-10-24 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-06-21 | — |
| LEGG MASON WOOD WALKER, INCORPORATED | 2006-01-17 | 2006-02-21 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1998-10-26 | 2009-06-01 | — |