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Jonathan Rodriguez Location
United States
Jonathan Rodriguez Work
2024 -now VP, Financial Consultant @
2023 -2024 Senior Specialist @
2022 -2023 Sr Specialist, Relationship Manager II @
2021 -2022 Relationship Manager II @
2019 -2021 Relationship Manager I @
2010 -2016 Founder and Financial Advisor @ JDR Wealth Management
2007 -2010 Financial Advisor @
2003 -2007 Personal and Business Banker @
2002 -2003 Financial Advisor @ First Meridian
Jonathan Rodriguez Education
Baylor University - Hankamer School of Business
Master of Business Administration (M.B.A.)
Brigham Young University
B.A., Spanish - Management Minor
Jonathan Rodriguez Summary
Jonathan Rodriguez, based in United States, is currently a VP, Financial Consultant at Charles Schwab. Jonathan Rodriguez brings experience from previous roles at Charles Schwab and TD Ameritrade Institutional. Jonathan Rodriguez holds a Master of Business Administration (M.B.A.) @ Baylor University - Hankamer School of Business. Jonathan Rodriguez has 1 emails and 2 mobile phone numbers on RocketReach.
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