Rodrigo R.
Private Client Advisor - Senior Vice President of Investments @J.P. Morgan
Signup · Get unlimited contacts
WORK HISTORY
Private Client Advisor - Senior Vice President of Investments @J.P. Morgan
New York, NY, US
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: © 2025 JPMorgan Chase & Co. All rights reserved
EDUCATION
Zicklin School of Business
Bachelor’s Degree
ABOUT RODRIGO R.
Rodrigo Rodriguez is a Vice President, Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, Rodrigo helps clients and their families plan and invest to reach their goals. The importance of financial education, and the value of a trusted Financial Advisor relationship, has never been more important, especially during turbulent times.Rodrigo has nearly 17 years of experience in financial services. Rodrigo joined J.P. Morgan in2013. He holds required FINRA Series 6, 7, 63 & 66, and life & health insurance licenses.Rodrigo graduated from Zicklin School of Business with a Bachelor of Business Administration, Economics.Rodrigo lives in Rockville Centre, and on his free time enjoys traveling, reading and spending time with his wife, daughter and son. Rodrigo can help with your many financial needs, including:• Creating a strategy to reach your financial goals• Checking in on your investment portfolio• Managing through life changes• Planning for retirement on your terms• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.