Teresa R Rodriguez
Investment adviser representative at Raymond James & Associates, Inc.
18 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Raymond James & Associates, Inc.Mar 2025 to now
- UnemployedNov 2024 to Feb 2025
- Yourown Wallet LLCJun 2024 to Oct 2024
- Wealth With No RegretsMar 2024 to May 2024
- Equitable Advisors, LLCAug 2023 to Feb 2024
- J.P. Morgan Securities LLCOct 2021 to Jul 2023
- JP Morgan Chase Bank, N.A.Oct 2021 to Jul 2023
- UnemployedSep 2021 to Sep 2021
- J. Thompson Ross InvestmentsMar 2021 to Aug 2021
- Raymond James Financial Services Advisors, Inc.Mar 2021 to Aug 2021
- Raymond James Financial Services, Inc.Mar 2021 to Aug 2021
- Raymond James & Associates, Inc.May 2018 to Mar 2021
- Bank of America, N.A.Aug 2017 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith Inc.Aug 2017 to May 2018
- Wells Fargo Clearing Services, LLCApr 2008 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 4690807
- Firm CRD
- 705