Alexander 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

• 02/2016 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 02/2016 → Present
  Jp Morgan Chase Bank
  Chicago, IL
• 12/2018 → Present
  Lighthouse Of Alexandria Llc
  Chicago, IL

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: LIGHTHOUSE OF ALEXANDRIA, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 12/1/2018 ADDRESS: 4941 CHICAGO IL. DETAILS: MANAGEMENT OF PERSONAL REAL ESTATE PORTFOLIO INCLUDING ACQUISITION AND SALES OF PROPERTIES FOR THE PURPOSE OF RENTING AIR BNB AND REHAB/RENOVATION INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-06-10
• S63 Uniform Securities Agent State Law Examination
  2017-09-13

Other Names

• Alex Rodriguez