Rosa Isabel Rodriguez Hurtado

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

• 04/2023 → 04/2025
  Ubs Financial Services, Inc
  Weehawken, NJ
• 08/2022 → 03/2023
  Bank Of America
  Hoboken, NJ
• 10/2021 → 08/2022
  Wells Fargo
  Union City, NJ
• 05/2021 → 05/2022
  Dolce & Salato (Mbm Limited)
  Hoboken, NJ
• 11/2019 → 05/2021
  Unemployed
  Union City, NJ
• 03/2019 → 10/2019
  Hotel Casa San Marcos
  Quito
• 05/2015 → 02/2019
  Unemployed
  Caracas
• 05/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 05/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2023-07-18 → 2025-04-10
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

Effective 5/27/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-17

Other Names

• Rosa Isabel Rodriguez
• Rosa Isabel Rodriguez Hurtado
• Rosa Rodriguez Hurtado