John Rodriguez (CRD# 6736791) is an Investment Advisor Representative working at Element Pointe Family Office in Miami, FL and has over 7 years of experience in the finance industry. John Rodriguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami, FL | Jan 2024 - Current | < 1 |
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami, FL | Mar 2021 - Jan 2024 | 2 |
| Element Pointe Advisors, LLC | Miami, FL | Jun 2019 - Mar 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables, FL | May 2011 - Jun 2019 | 8 |
| Bank Of America, N.a. | Coral Gables, FL | May 2011 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- FL
- TX
-
Total Assets Under Management837MILLIONS
-
Total Number of Accounts348ACCOUNTS
-
Average Account Value$2,404,865
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, DE, FL, TX
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