Jeffrey Rodriguez-aponte
Investment adviser representative at San Blas Advisory, Inc.
14 yearsExperience
2 statesRegistered in
$218.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- San Blas Advisory, Inc.Jun 2026 to now
- B. Riley Wealth ManagementJul 2022 to now
- B. Riley Wealth Advisors, Inc.Sep 2019 to now
- National Securities CorporationSep 2019 to Jul 2022
- International Financial Solutions, Inc.Apr 2012 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, PR).
San Blas Advisory, Inc.
$218.9MAssets managed
665Clients
11Advisers
Under 1 yearIn 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
- 4638012
- Firm CRD
- 296929