Jonathan Rodriguez Email & Phone Number
VP, Financial Consultant @ Charles Schwab
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Jonathan Rodriguez Location
- United States
Jonathan Rodriguez Work
- VP, Financial Consultant @ (October 2024 - Present)
- Senior Specialist @ (September 2023 - October 2024)
- Personal and Business Banker @ (September 2003 - March 2007)
- Financial Advisor @ First Meridian (July 2002 - September 2003)
- Sr Specialist, Relationship Manager II @ (January 2022 - September 2023)
- Relationship Manager II @ (January 2021 - January 2022)
- Relationship Manager I @ (June 2019 - January 2021)
- Founder and Financial Advisor @ JDR Wealth Management (December 2010 - November 2016)
- Financial Advisor @ (April 2007 - December 2010)
Jonathan Rodriguez Education
- Baylor University - Hankamer School of Business
Master of Business Administration (M.B.A.)
2015 - Brigham Young University
B.A. (Spanish - Management Minor,)
2002
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, Chase, First Meridian 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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