Ricardo Adam 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

• 04/2019 → 09/2020
  Jpmorgan Securities, Llc
  New York, NY
• 01/2018 → 12/2018
  Modern Spaces
  Long Island City, NY
• 01/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 09/2022 → 02/2024
  Victor's Cafe
  New York, NY
• 07/2022 → 09/2022
  Fonda Nolita Llc
  New York, NY
• 04/2019 → 09/2020
  Jp Morgan Chase Bank
  New York, NY
• 05/2016 → 12/2017
  Unemployed
  Fresh Meadows, NY
• 01/2019 → 04/2019
  Unemployed
  Fresh Meadows, NY
• 09/2020 → 01/2023
  Jpmorgan Chase
  New York, NY
• 01/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30
• S63 Uniform Securities Agent State Law Examination
  2023-04-04

Other Names

• Ricardo A Rodriguez
• Ricardo Rodriguez
• Richardo A Rodriguez