Alanah Rodriguez

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2025 → Present
  J.P. Morgan Securities Llc
  Berea, OH
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Berea, OH
• 09/2020 → 10/2025
  2Uercus Operations Llc
  Independence, OH
• 09/2020 → 10/2025
  Ameriprise Financial Services, Llc
  Brunswick, OH
• 09/2020 → 12/2022
  Kay Jewelers
  Medina, OH
• 02/2015 → 09/2020
  Mutual Shareholder Services
  Broadview Heights, OH

Previous Registrations

• 2022-11-16 → 2025-10-13
  Ameriprise Financial Services, Llc
  Seven Hills, OH
  Brunswick, OH

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11

Other Names

• Alanah Rodriguez
• Alana Rodriguez
• Alanah C Rodriguez
• Alanah Christina Rodriguez