Jannah Devine
Jannah Llewellyn Devine brings over 20 years of investment and financial planning experience to Rockefeller Capital Management. She provides clients personalized and portfolio management. Jannah is a trusted advisor and close confidant to clients and their families. She makes herself available at all times for counsel, through both good and challenging times.
Jannah graduated from the University of San Diego in 1997 with a bachelor’s in Business Administration and she earned her law degree from Chapman University, School of Law in 2004. In between her undergraduate work and law school, she worked full time at her family’s computer maintenance company in every department from accounts receivables/payables, dispatch, human resources, sales and management. After law school, Jannah began her career at AYCO, a Goldman Sachs company.
After spending 8 years working with both AYCO counseling clients and Goldman Sachs affluent clients located in 20 plus states, Jannah and her clients started a new chapter at UBS Financial Services and spent 9 years advising and growing her relationships. Jannah was named to the 2023 and 2024 Top Women Wealth Advisor Best-In-State list by Forbes. In the spring of 2024, Jannah was the featured guest on Rockefeller’s Genius Loves Company podcast. She holds the Certified Private Wealth Advisor ® (CPWA®) designation from the Investments & Wealth Institute™ (The Institute) in conjunction the Yale School of Management – Executive Education.
Jannah currently splits time between Newport Beach, California and the Park City, Utah area with her two puppies, Betty and Bruce. She spends her free time with family, friends, mentoring, reading, exercising, hiking and skiing.
– Senior Vice President at UBS Financial Services: March 2012 – April 2021
– Vice President at AYCO, a Goldman Sachs company: September 2004 – January 2012
– A. Business Administration, University of San Diego
– Series 7, Series 66, Series 9 & Series 10
– Life Insurance, Annuity Licensed
– Forbes 2023 and 2024 Top Women Wealth Advisor Best-In-State
– Certified Private Wealth Advisor® designee
– Featured Guest on Genius Loves Company Podcast, February 2024
The Forbes rankings discussed above were designated on February 2023 and February 2024 and lasts for a period of one year until new rankings are released.
Forbes specific disclosures: Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.