Jennifer Rodriguez, financial advisor Northfield NJ
78 score

Jennifer Rodriguez

CRD Number: 6170843
Current Firm: Toews Corporation

Jennifer Rodriguez (CRD# 6170843) is an Investment Advisor Representative working at Toews Corporation in Northfield, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Toews Corporation Linwood, NJ Sep 2010 - Current 6
Jennifer L. Post LLC Hammonton, NJ Dec 2009 - Sep 2010 < 1
Pappas & Wolf Marlton, NJ Sep 2009 - Nov 2009 < 1
State Of New Jersey Cape May Courthouse, NJ Jun 2008 - Aug 2009 1
Dechert LLP Philadelphia, PA Jun 2006 - May 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jennifer L. Rodriguez
Phone Number: 877-863-9726
Firm Website: http://www.toewscorp.com
Registered State(s):
  • AZ
  • CA
  • CT
  • DE
  • DC
  • GA
  • HI
  • IL
  • IN
  • KS
  • ME
  • MD
  • MA
  • NH
  • NJ
  • NC
  • OH
  • OR
  • PA
  • TX
  • VA
  • WA
  • WV
  • FL
By the Numbers
  • Total Assets Under Management
    1,152
    MILLIONS
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $1,701,346
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
78

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