Jennifer Rodriguez
Jennifer Rodriguez is a registered investment advisor at Raymond James & Associates, INC., based in Lutz, FL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Lutz, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer works part-time as a travel agent for Cruise Planners; Mirabella Travel since 2022. This activity takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations17 states
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