Jonathan Rodriguez

Director of Business Consulting

Role: Director of Business Consulting at Financial Resources Group Investment Services, Llc
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Director of Business Consulting
Financial Resources Group Investment Services, Llc
Oct 2024 — Present · Fort Mill, SC, US
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

National University
Master's degree
2008 — 2010
San Diego State University-California State University
Bachelor's degree
2005 — 2007

Contact information

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Work email
•••••@financialresourcesgroup.net
Personal email
•••••@•••••.com
Direct dial
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Current company

Financial Resources Group Investment Services, Llc

Financial Services · 37 employees · Founded 2010 · Fort Mill, South Carolina, United States

Our goal at Financial Resources Group Investment Services is to provide our financial advisors with customized tools and resources to create long-term, prosperous relationships with their clients, resulting in business growth. We are a layer of services in addition to what is available through LPL Financial. We provide a personal, customized experience in business consulting, marketing, technology, and other services. After being founded by Bruce Miller in 2010 with the mission to support employee advisors on the LPL Financial platform, Financial Resources Group quickly made a name for itself with $6.6 billion in AUM and 20 financial institution partners after their first year. Today, with more than $37 billion in AUM and over $211 million in revenue, the company now supports over 85 financial institutions and over financial professionals nationwide and is LPL Financial\'s largest enterprise*. Financial Resources Group Investment Services’ leadership team has nearly 280 years combined experience in the industry. Our Home Office Staff customizes the LPL Financial experience for you by keeping you up to speed on all of the latest tools and resources available for your business. Each experienced team member specializes in one of the following areas: onboarding, marketing, compliance, technology, accounting and business development.* Based on assets (brokerage and advisory), total revenue and affiliated professionals as of December 2021. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member SIPC Financial Resources Group Investment Services is a separate entity. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit

financialresourcesgroup.net

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Experience

Director of Business Consulting

Education

National University

San Diego State University-California State University

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