Jonathan RodriguezCRD Number: 4444849
Current Firm: 360 Wealth Management, LLC
Jonathan Rodriguez (CRD# 4444849) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|360 Wealth Management, LLC||Ft Worth, TX||Jun 2012 - Current||5|
|Lpl Financial, LLC||Ft Worth, TX||Dec 2010 - Current||7|
|Jpmorgan Chase Bank||Dallas, TX||Sep 2003 - Dec 2010||7|
|Chase Investment Services Corp.||Dallas, TX||Sep 2003 - Dec 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management730MILLIONS
Total Number of Accounts4,217ACCOUNTS
Average Account Value$173,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MN, MO, MS, NC, NE, NH, NM, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA
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