Unclaimed
Christian Rodriguez is a registered representative with J.p. Morgan Securities LLC. Christian has been in the securities industry since September 29, 2022. Christian has passed the Series 99TO and the SIE exams. J.p. Morgan Securities LLC is a large firm, with more than $50 billion in assets under management. The firm has a wide range of client types, including high net worth individuals, corporations, and charitable organizations. J.p. Morgan Securities LLC offers a variety of services, including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/30/2022 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 09/30/2022
Series 99TO - Operations Professional Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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