Jenna
Rodrigues
Illumination Wealth Management
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About this Advisor
Jenna Rodrigues is a financial advisor who works out of Boise, Idaho with 1 year of industry experience. Rodrigues is on the advisory team at Illumination Wealth Management. Throughout their career, Rodrigues has worked at Thrivent Financial, Half Price Books, Family Crisis Services, Jesuit Volunteer Corps, Hartwick College, Italian Heritage Center, Stony Creek Farmstead, Thrivent Investment Management Inc, Thrivent Investment Managemetn Inc and Illumination Wealth Management. Rodrigues holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Idaho and Texas. Illumination Wealth Management is a registered investment firm based in San Diego, CA. The company has offices in six locations and a total of 11 people on staff. It manages $196 million in assets under management across its 849 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 849 client accounts, 47% belong to high-net-worth investors who have at least $1 million in assets available to invest. Illumination Wealth Management offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees vary depending on the services offered. Fees billed by Illumination Wealth Management can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Illumination Wealth Management Brokerage Details
$196,387,845
11
849
$231,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jenna Rodrigues Work History
Jenna has been registered as a financial advisor for 1 years.*
Illumination Wealth Management
Thrivent Financial
Thrivent Investment Managemetn Inc
Thrivent Investment Management Inc
Thrivent Financial
Half Price Books
Italian Heritage Center
Family Crisis Services
Jesuit Volunteer Corps
Stony Creek Farmstead
Stony Creek Farmstead
Hartwick College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jenna Rodrigues to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Illumination Wealth Management
San Diego, CA
Houston, TX
San Diego, CA
Boise, ID
San Diego, CA
San Diego, CA
Colorado Springs, CO
Orinda, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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