Joshua Ivan Rodriguez
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
4 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Joshua Ivan Rodriguez? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Citizens Securities, Inc.Feb 2024 to now
- Citizens Bank, N/aFeb 2024 to Jan 2025
- CitigroupJun 2018 to Feb 2024
- Nylife Securities, LLC.Oct 2017 to Jun 2018
- New York Life Insurance Co.Sep 2017 to Jun 2018
- UnemployedJul 2017 to Sep 2017
- JP Morgan Chase BankJul 2015 to Sep 2017
- JP Morgan Securities LLCJul 2015 to Sep 2017
- National UniversityJun 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NV, NY).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 6547118
- Firm CRD
- 39550