Jerry
Rodriquez
Portfolio Medics, LLC
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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
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
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
Equitable Advisors, LLC
Interwest Electric
New York Life Insurance Co
Nylife Securities LLC
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
Bonita Springs, FL
Britt, MN
White Pine, TN
Canonsburg, PA
Kent, WA
Winter Park, FL
Los Angeles, CA
Reno, NV
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.
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