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Rigoberto Rodriguez
18 Years of Experience
San Antonio, TX
1 DisclosureBroker
Rigoberto Rodriguez is a registered investment advisor at J.P. Morgan Securities LLC, based in San Antonio, TX, with 18 years of industry experience. Rigoberto 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
San Antonio, TX
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
August 2011Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2017 - Present · 9 yrs 1 mo
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.Broker
September 2010 - October 2012 · 2 yrs 1 mo
Investacorp, INC.Broker
February 2008 - August 2009 · 1 yr 6 mos
Intersecurities, INC.Broker
August 2007 - February 2008 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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