Oscar G. 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

• 07/2015 → 09/2019
  Citizens Bank
  Somerville, MA
• 01/2017 → 09/2019
  Citizens Securities, Inc
  Somerville, MA
• 09/2019 → 08/2021
  Santander Bank, Na
  Boston, MA
• 09/2019 → 08/2021
  Santander Securities, Llc
  Dorchester, MA
• 11/2019 → 06/2021
  Uber
  Chelsea, MA
• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Revere, MA
• 08/2021 → Present
  J.P. Morgan Securities Llc
  Revere, MA

Previous Registrations

• 2019-09-23 → 2021-08-13
  Santander Securities Llc
  Lexington, MA
  Methuen, MA
  Boston, MA
• 2019-05-28 → 2019-09-17
  Citizens Securities, Inc.
  Burlington, MA
  Somerville, MA
  Woburn, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-28
• S63 Uniform Securities Agent State Law Examination
  2017-10-03

Other Names

• Oscar G Rodriguez
• Oscar Rodriguez