Rodolfo 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

• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 03/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2024 → Present
  No Good Burger Joint
  Baldwin, NY
• 09/2025 → 03/2026
  Equitable Advisors, Llc
  New York City, NY
• 09/2025 → 03/2026
  Equitable Financial Life Insurance
  New York, NY
• 07/2023 → 06/2025
  University At Buffalo
  Buffalo, NY
• 12/2023 → 01/2024
  The Independent Nyc
  New York City, NY
• 06/2023 → 08/2023
  Stout Nyc
  New York City, NY
• 09/2022 → 05/2023
  Unemployed
  New York City, NY
• 07/2022 → 08/2022
  Stout Nyc
  New York City, NY
• 06/2021 → 06/2022
  Cold Stone Creamery
  Astoria, NY
• 03/2016 → 05/2021
  Unemployed
  New York City, NY

Previous Registrations

• 2025-10-07 → 2026-03-19
  Equitable Advisors, Llc
  Astoria, NY
  New York, NY
  New York, NY

Other Businesses

Entity Name: No Good Burger Joint Investment related: No Address: 930 Atlantic Ave,Baldwin,NY,11510,USA Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2024 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Restaurant, Employee (Server)

Exams

• S66 Uniform Combined State Law Examination
  2025-08-12

Other Names

• Rodolfo Rodriguez
• Rodolfo Yandel Rodriguez