John Christopher Rodriguez

Employer firm

Element Pointe Family Office CRD 282750

$1.22B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• CONSULTING AND FAMILY OFFICE ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2011 → 06/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 05/2011 → 06/2019
  Bank Of America, N.A.
  Coral Gables, FL
• 06/2019 → 03/2021
  Element Pointe Advisors, Llc
  Miami, FL
• 03/2021 → 01/2024
  Element Pointe Advisors, Llc Dba Element Pointe Family Office
  Miami, FL
• 01/2024 → Present
  Element Pointe Advisors, Llc Dba Element Pointe Family Office
  Miami, FL

Previous Registrations

• 2017-03-09 → 2019-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
  Pinecrest, FL
  Coral Gables, FL

Other Businesses

For profit or not for profit: Not for profit Name of outside business organization: MJKJ LLC, Investment related (Y/N): No Address of business: Miami FL 33156 Nature of business: family owned boat Position, title, association: authorized signer Start date of relationship: 10/2014 Number of hours devoted 4 hours per month Number of hours devoted during trading hours:0 Duty: Drive boat. Write check for certain expenses.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-06

Designations

• Certified Financial Planner

Other Names

• John Rodriguez