Jose RodriguezCRD Number: 7463977
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jose Rodriguez (CRD# 7463977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Bank Of America, N.a.||Hyattsville, MD||Jan 2022 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hyattsville, MD||Nov 2021 - Current||2|
|Employment Break||Washington, DC||Jun 2021 - Nov 2021||< 1|
|American University||Washington, DC||Aug 2017 - Aug 2021||4|
|Banco Bdi||Santo Domingo,||Jul 2020 - Aug 2020||< 1|
|Just Be||Washington, DC||Jul 2019 - Aug 2019||< 1|
|Banco Bdi||Santo Domingo,||May 2018 - Aug 2018||< 1|
|Carol Morgan School||Santo Domingo,||Dec 2011 - Jun 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.