Lisa Rodriguez is a registered investment advisor at Edward Jones, based in Oroville, CA, with 18 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
2010 5th Avenue, Mission Square, Oroville, CA, 95965
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2022Customer Dispute
January 2017Customer Dispute
September 2016Other Business Activities
Lisa is a trustee for a rental property in Durham, CA since 2022 and a landlord for a rental property in Palm Desert, CA since 2024. She spends minimal time maintaining these properties.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 states
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
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