Jeremiah Raphael Rodriguez

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Lpl Financial Llc
  St. Paul, MN
• 08/2014 → Present
  Cornerstone Wealth Management, Llc
  St. Paul, MN

Previous Registrations

• 2014-09-04 → 2025-01-01
  Cornerstone Wealth Management, Llc
  St. Paul, MN
  Des Peres, MO
  St. Paul, MN
  Roseville, MN
  Spokane Valley, WA
  Roseville, MN
  Clinton, MN
  Elk River, MN
  Otsego, MN
• 2014-01-30 → 2014-08-20
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

(1) 09/03/2014 - CORNERSTONE WEALTH MANAGEMENT, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS MONTH - ST. PAUL, MN (2) 09/08/2014: CORNERSTONE WEALTH MANAGEMENT, LLC - INV REL - 275 EAST 4TH STREET, SUITE 350B, SAINT PAUL, MN 55101 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) CORNERSTONE WEALTH MANAGEMENT, LLC - START 08/20/2014 - 160 HR/MO ALL DURING SECS TRDG HRS - IAR (3) 09/08/2014: CORNERSTONE WEALTH MANAGEMENT, LLC - INV REL - 275 EAST 4TH STREET, SUITE 350B, SAINT PAUL, MN 55101 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) CORNERSTONE WEALTH MANAGEMENT, LLC - START 08/20/2014 - 160 HR/MO ALL DURING SECS TRDG HRS (4) 11/17/2020 - Rodriguez Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/11/2020 - 0 Hours Per Month/0 Hours During Securities Trading. (5) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 160 Hours Per Month/160 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-24