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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaylon? Claim Your ProfileJaylon Scott Rodriguez is an investment advisor representative who is registered with the state of Oklahoma. Jaylon Scott Rodriguez is currently employed by AmeriTrust Investment Advisors, Inc, a firm with a total of 209 accounts under management. Jaylon Scott Rodriguez has worked in the industry since March 2023 and specializes in financial planning, pension consulting, and selection of other advisers. AmeriTrust Investment Advisors, Inc also provides portfolio management services for businesses and individuals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees for plans are calculated on a % of net worth
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OK
10/09/2023 - Present
Ameritrust Investment Advisors Inc. (TULSA OK)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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