Jenna Rose Rodrigues

Employer firm

Saltbox Financial LLC CRD 130882

$105M regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PREPARATION 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

• 10/2017 → 03/2021
  Thrivent Financial
  Seattle, WA
• 07/2017 → 10/2017
  Half Price Books
  Redmond, WA
• 07/2015 → 06/2017
  Family Crisis Services
  Portland, ME
• 10/2016 → 03/2017
  Italian Heritage Center
  Portland, ME
• 10/2019 → 12/2019
  Thrivent Investment Management Inc
  Bellevue, WA
• 09/2020 → 10/2021
  Thrivent Investment Managemetn Inc
  Seattle, WA
• 03/2021 → 10/2021
  Thrivent Financial
  Appleton, WI
• 10/2021 → 03/2024
  Illumination Wealth Management
  San Diego, CA
• 01/2025 → Present
  Saltbox Financial Llc
  Amesbury, MA
• 03/2024 → 12/2024
  Self-Employed
  Boise, ID

Previous Registrations

• 2022-03-17 → 2024-03-26
  Illumination Wealth Management
  Boise, ID
  San Diego, CA
• 2021-02-03 → 2021-10-25
  Thrivent Investment Management Inc.
  Bellevue, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2021-02-02

Designations

• Certified Financial Planner

Other Names

• Jenna Rose Rodrigues
• Jenna Rodrigues