Gustavo Rodriguez (CRD# 6151027) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Whittier, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Whittier, CA | Nov 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Whittier, CA | Nov 2023 - Current | < 1 |
| Independent Financial Group | Irvine, CA | May 2019 - Oct 2023 | 4 |
| Stone Insurance Inc Dba Stonekimbro | Irvine, CA | May 2019 - Oct 2023 | 4 |
| J.p. Morgan Securities LLC | Los Angeles, CA | Dec 2012 - May 2019 | 6 |
| Jpmorgan Chase Bank, N.a. | Los Angeles, CA | Oct 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CA
- ID
- TX
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Total Assets Under Management249,731MILLIONS
-
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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