Jacob Andrew Rodriguez
Investment adviser representative at Sierra Pacific Private Wealth, LLC
11 yearsExperience
1 stateRegistered in
$245.9MFirm assets
3 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 fee
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
11 years in the industry.
- Sierra Pacific Private Wealth, LLCMar 2022 to now
- StudentMar 2019 to Mar 2022
- Rigatoni's Fresh Italian GrillJul 2015 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sierra Pacific Private Wealth, LLC
$245.9MAssets managed
290Clients
3Advisers
3 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
- 8180304
- Firm CRD
- 131738