Jerry
Rodriquez

Portfolio Medics, LLC

CRD#7187505
Investment Advisor
in Lubbock, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jerry Rodriquez is a financial advisor based in Lubbock, Texas, working with Portfolio Medics, LLC. Jerry has previously held positions at Interwest Electric, Denver City Isd, New York Life Insurance Co, Nylife Securities LLC, and Equitable Advisors, LLC. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jerry is part of Portfolio Medics, LLC, which operates out of Lubbock, Texas. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lubbock, TX

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$499,609,065

TX Average: $1,855,561,029
Total Number of Employees

75

TX Average: 62
Total Number of Accounts

2,499

TX Average: 2,474
Average Account Size

$199,924

TX Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jerry Rodriquez Work History

2021 - Present (3 years)

Equitable Advisors, LLC

2019 - 2019 (< 1 year)

Interwest Electric

2019 - 2021 (2 years)

New York Life Insurance Co

2019 - 2021 (2 years)

Nylife Securities LLC

2003 - 2019 (16 years)

Denver City Isd

Disclosures

Please visit the SEC profile of Jerry Rodriquez 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 Portfolio Medics, LLC

Adam Link
Britt, MN
Michael Tran
Bonita Springs, FL
Stephen Schwesinger
Canonsburg, PA
Robert Cagle
White Pine, TN
Corey Cyr
Port Charlotte, FL
Jeffrey Tamas
Port Charlotte, FL
Patrick Holmes
Davidson, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started