Jose Rodriguez, financial advisor Xenia OH
93 score

Jose Rodriguez

CRD Number: 4583517
Current Firm: Securities America Advisors, Inc.

Jose Rodriguez (CRD# 4583517) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Xenia, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. Beavercreek, OH Apr 2009 - Current 7
Securities America, Inc. Beavercreek, OH Apr 2009 - Current 7
Citigroup Global Markets Inc. Centerville, OH Dec 2006 - Feb 2009 2
First Command Fort Worth, TX Jul 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Jose R. Rodriguez
Phone Number: 402-399-9111
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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