Jeimy L 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 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Punta Gorda, FL
• 04/2019 → 09/2024
  Bank Of America, N.A.
  Punta Gorda, FL
• 04/2017 → 04/2019
  Naima Corp
  Jackson Heights, NY
• 09/2012 → 12/2016
  Banco Davivienda
  Yopal
• 02/2021 → 12/2021
  Amazon.cOm
  Queens, NY
• 01/2017 → 03/2017
  Unemployed
  New York, NY
• 10/2024 → Present
  J.P. Morgan Securities Llc
  North Port, FL
• 10/2024 → Present
  Jpmorgan Chase Bank, N.A.
  North Port, FL

Previous Registrations

• 2022-06-14 → 2024-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Punta Gorda, FL
  New York, NY
  Punta Gorda, FL
  Port Charlotte, FL
  Englewood, FL
  North Port, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-05-17

Other Names

• Jeimy L Rodriguez
• Jeimy Rodriguez
• Jeimy Liliana Rodriguez Medina
• Jeimy Liliana Rodriguez