John Christopher Rodriguez
Investment adviser representative at Element Pointe Family Office
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Element Pointe Advisors, LLC dba Element Pointe Family OfficeMar 2021 to now
- Element Pointe Family OfficeJun 2019 to now
- Element Pointe Advisors, LLCJun 2019 to Mar 2021
- Bank of America, N.A.May 2011 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2011 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Element Pointe Family Office
Legal name: Element Pointe Advisors, LLC
$1.2BAssets managed
54Clients
8Advisers
10 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
- 6736791
- Firm CRD
- 282750