Kristine Rodarte (CRD# 5860370) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Desert, CA and has over 12 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams Tool And Manufacturing | Harbor, WA | Dec 2022 - Current | 1 |
| Jp Morgan Chase Bank, N.a. | Palm Springs, CA | Aug 2020 - Current | 3 |
| Jp Morgan Securities, LLC | Palm Springs, CA | Aug 2020 - Current | 3 |
| U.s. Bancorp Investments, Inc. | Palm Desert, CA | Aug 2019 - Sep 2020 | 1 |
| U.s. Bank | Palm Desert, CA | Sep 2019 - Aug 2020 | < 1 |
| Lpl Financial | Rancho Mirage, CA | Aug 2015 - Sep 2019 | 4 |
| The Wealth Consulting Group | Rancho Mirage, CA | Sep 2015 - Aug 2019 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Mirage, CA | Jul 2014 - Aug 2015 | 1 |
| Bank Of America N.a. | Rancho Mirage, CA | Jul 2014 - Aug 2015 | 1 |
| Edward Jones | Cottonwood, AZ | Oct 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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