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Jorge Rodriguez

Wells Fargo Advisors
7 Years of Experience
Miami, FL
1 DisclosureBroker
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Jorge Rodriguez is a registered investment advisor at Wells Fargo Advisors, based in Miami, FL, with 7 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7100 N Kendall Dr/Sw 88th St, Miami, FL, 33156

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History

Regulatory History (1)
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Financial
November 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
March 2026 - Present · 7 mos
Wells Fargo Advisors
March 2026 - Present · 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
August 2021 - April 2026 · 4 yrs 8 mos
Vanguard Advisers, INC.
August 2021 - December 2024 · 3 yrs 4 mos
Citizens Securities, INC.Broker
April 2021 - July 2021 · 3 mos
Citizens Investment Services
April 2021 - July 2021 · 3 mos
Wells Fargo Clearing Services, LLC
February 2021 - March 2021 · 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2018 - March 2021 · 2 yrs 3 mos
State Registrations4 states
FLNJPATX
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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