Jose Miguel Rodriguez

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 12/2020 → 09/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2020 → 12/2020
  Modern Woodmen Of America
  Sacramento, CA
• 06/2019 → 01/2020
  Terry Solano's State Farm Agency
  Atwater, CA
• 05/2019 → 06/2019
  E. Esparza Farm Labor
  Galt, CA
• 05/2018 → 08/2018
  E. Esparza Farm Labor
  Galt, CA
• 05/2017 → 08/2017
  E. Esparza Farm Labor
  Galt, CA
• 10/2016 → 12/2016
  E. Esparza Farm Labor
  Galt, CA
• 02/2020 → 08/2020
  Unemployed
  Galt, CA
• 10/2020 → 04/2021
  Zowadoe Logistics Llc
  Elk Grove, CA
• 09/2022 → 12/2024
  J.P. Morgan Securities Llc
  Tempe, AZ
• 09/2012 → 09/2016
  Unemployed
  Galt, CA
• 01/2017 → 04/2017
  Unemployed
  Merced, CA
• 09/2017 → 04/2018
  Unemployed
  Merced, CA
• 09/2018 → 04/2019
  Unemployed
  Merced, CA
• 01/2025 → Present
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-08-16
• S63 Uniform Securities Agent State Law Examination
  2021-01-11

Other Names

• Jose Miguel Rodriguez
• Jose Rodriguez