Jonathan Rodriguez (CRD# 7548040) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cape Coral, FL and has 1 year of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Cape Coral, FL | Apr 2022 - Current | 2 |
| Fifth Third Bank | Cape Coral, FL | Dec 2019 - Current | 4 |
| United States Postal Service | Cape Coral, FL | Sep 2015 - Dec 2019 | 4 |
| Lincoln Heritage | Cape Coral, FL | Dec 2018 - Sep 2019 | < 1 |
| Downtowner Carwash | Cape Coral, FL | Sep 2014 - Sep 2015 | 1 |
| Mcdonalds | Cape Coral, FL | Dec 2011 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- FL
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Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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