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Jesus Armando Rodriguez

Charles Schwab & CO., Inc.

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About Jesus Armando Rodriguez

Jesus Armando Rodriguez is a Registered Representative and Investment Advisor Representative with Charles Schwab & CO., Inc. in Austin, Texas. Jesus Armando Rodriguez has been in the securities industry since December 2017. Jesus Armando Rodriguez has passed the Series 66 and Series 7TO exams. Jesus Armando Rodriguez is also licensed in Texas. Jesus Armando Rodriguez specializes in providing financial planning and investment advice to individuals and families. Jesus Armando Rodriguez is also a referral program for other financial advisors.

Firm Information

Jesus Rodriguez is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jesus Rodriguez’s Registration & Firm History

TX

02/11/2019 - Present

Charles Schwab & CO., Inc. (Austin TX)

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Licenses & Designations

BOTH

Issued 02/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jesus Armando Rodriguez. Review regulatory record here.
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