Henrry A. Rodriguez
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- Morgan StanleySep 2023 to Jul 2026
- DoordashJan 2023 to Sep 2023
- UnemployedOct 2022 to Dec 2022
- SafewayJul 2022 to Sep 2022
- Mavrix Once LLCApr 2022 to Jun 2022
- UnemployedMay 2020 to Mar 2022
- BarcelonaJun 2018 to Sep 2018
- NandosOct 2017 to Apr 2020
- UnemployedSep 2017 to Sep 2017
- Water Mine FamilyMay 2017 to Aug 2017
- Carrabba'sDec 2016 to May 2017
- UnemployedJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7787805
- Firm CRD
- 79