Joshua Rodriguez
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- UnemployedApr 2026 to Jun 2026
- LPL EnterpriseSep 2024 to Mar 2026
- Prudential Financial/pruco SecuritiesAug 2022 to Sep 2024
- Infinex Financial GroupJan 2021 to Jul 2022
- Ballston Spa National BankSep 2020 to Jul 2022
- Bank of AmericaSep 2019 to Sep 2020
- Target DistributionJun 2019 to Sep 2019
- Greenheck Corp.Jun 2018 to May 2019
- Ambassador Baptist CollegeAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7329414
- Firm CRD
- 79