RM
CFP
RM
CFP
Rodolfo Muniz
19 Years of Experience
Miami, FL
1 DisclosureBroker
Rodolfo Muniz is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Miami, FL, with 19 years of industry experience. Rodolfo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15225 S W 104th St, Miami, FL, 33196
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2022Denied
Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2012 - Present · 13 yrs 11 mos
J.P. Morgan Securities LLCBroker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Edward Jones
November 2006 - October 2012 · 5 yrs 11 mos
Edward JonesBroker
November 2006 - October 2012 · 5 yrs 11 mos
State Registrations11 states
AZCACOCTFLGAILMDMONYTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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