Justin
Rodriguez

J.P. Morgan Securities LLC

CRD#5384667
Investment Advisor
in Austin, TX
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About this Advisor

Justin Rodriguez is a certified financial planner based out of Austin, Texas, who has 11 years of experience as a financial advisor. Rodriguez is on the advisory team at J.P. Morgan Securities LLC. Rodriguez has gained experience at Wells Fargo Clearing Services, LLC, Jp Morgan Chase, N.A, Wells Fargo Bank, N.A, Sears Hometown Store, Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Jp Morgan Securities, LLC. Rodriguez holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. J.P. Morgan Securities LLC is a company that has its headquarters in Austin, Texas. The firm has offices in 5,365 locations and a total of 5,713 people on staff. It handles $113 billion in assets across its 505,984 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 190 charities and foundations. Of its 505,984 accounts, 16% belong to high-net-worth individuals who have more than $1 million in investable assets. J.P. Morgan Securities LLC performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on the services offered. Fee types billed by J.P. Morgan Securities LLC likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3317 Northland Drive
Austin, TX 78731

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

TX Average: $7,464,549,021
Total Number of Employees

7,383

TX Average: 88
Total Number of Accounts

602,419

TX Average: 3,892
Average Account Size

$216,255

TX Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Justin Rodriguez Work History

Justin has 11 years of experience.

2018 - Present (1 years)

Jp Morgan Chase, N.A

2018 - Present (1 years)

Jp Morgan Securities, LLC

2017 - 2018 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 years)

Bank Of America, N.A

2016 - 2017 (1 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2010 - 2017 (7 years)

Wells Fargo Bank, N.A

2007 - 2010 (3 years)

Sears Hometown Store

Disclosures

Justin Rodriguez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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