Juan Carlos Rodriguez
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- Charles Schwab & Co., Inc.Aug 2021 to now
- Charles Schwab Bank, SsbAug 2021 to now
- UnemployedNov 2020 to Jul 2021
- TIAADec 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCDec 2017 to Nov 2020
- Strategic Advisers, Inc.Dec 2011 to Dec 2017
- Fidelity Brokerage Services LLCNov 2011 to Dec 2017
- Fidelity InvestmentsNov 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4054682
- Firm CRD
- 5393