Abigail Rodriguez
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- JP Morgan Chase Bank, N.A.May 2021 to now
- J.P. Morgan Securities LLCSep 2018 to now
- JPMorgan Chase Bank, N.A.Sep 2018 to Jan 2019
- Bank of AmericaNov 2017 to Sep 2018
- UnemployedAug 2017 to Nov 2017
- Bank of AmericaJun 2017 to Aug 2017
- UnemployedApr 2017 to Jun 2017
- Third Times A Charm VintageMar 2016 to Nov 2020
- Key Biscayne Pest ControlJan 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 7031767
- Firm CRD
- 79