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 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, 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|
|Minneapolis Public Schools||Minneapolis, MN||Feb 2007 - Jul 2007||< 1|
|Healthpartners||Bloomington, MN||May 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
Total Assets Under Management876MILLIONS
Total Number of Accounts5,625ACCOUNTS
Average Account Value$155,708
- 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)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI