Julia Jane Chase is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-04-16 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2025-04-16 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2022-10-25 | 2025-04-28 | — |