Jose Adrian Rodriguez
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2021 to now
- CorestaffNov 2020 to Jan 2021
- UnemployedJun 2020 to Nov 2020
- The Hiring EngineJul 2019 to Jun 2020
- HomeadvisorJul 2018 to Jul 2019
- United AirlinesJun 2017 to Sep 2017
- Eco Snow RemovalNov 2015 to Jul 2018
- Colorado Security ServicesMay 2015 to Nov 2017
- University of Colorado At BoulderAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7321996
- Firm CRD
- 5393