Jeremiah RodriguezCRD Number: 5404682
Current Firm: Cornerstone Wealth Management, LLC
Jeremiah Rodriguez (CRD# 5404682) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Saint Peters, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Lpl Financial LLC||St. Paul, MN||Aug 2014 - Current||3|
|Cornerstone Wealth Management, LLC||St. Paul, MN||Aug 2014 - Current||3|
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Aug 2007 - Aug 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
Total Assets Under Management1,395MILLIONS
Total Number of Accounts8,766ACCOUNTS
Average Account Value$159,097
- 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)
AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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