Jessica Estela Rodriguez
Investment adviser representative at Bbva Global Wealth Advisors, Inc.
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Bbva Global Wealth Advisors, Inc.Apr 2025 to now
- Insigneo Advisory Services LLCFeb 2025 to Apr 2025
- Insigneo Securities LLCDec 2023 to Apr 2025
- PNC Investments LLCFeb 2023 to Nov 2023
- JPMorgan Chase Bank NANov 2013 to Feb 2023
- JPMorgan Securities LLCNov 2013 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Bbva Global Wealth Advisors, Inc.
$1.4BAssets managed
792Clients
51Advisers
2 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
- 5986590
- Firm CRD
- 327326