Chase James Rodriguez
Investment adviser representative at Raymond James & Associates, Inc.
15 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Raymond James & Associates, Inc.Mar 2025 to now
- Wells Fargo Clearing Services, LLCSep 2021 to Mar 2025
- First Financial BankApr 2021 to Aug 2021
- First Abilene Federal Credit UnionNov 2019 to Apr 2021
- Wells Fargo Bank, N.A.Apr 2019 to Nov 2019
- Chick Fil AJun 2018 to Apr 2019
- UnemployedApr 2018 to Jun 2018
- SubwayFeb 2017 to Apr 2018
- Primary EducationAug 2011 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7661661
- Firm CRD
- 705