We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message
Ruben M. Rodriguez, CFP®
I serve the comprehensive advisory needs of high-net-worth individuals and their families, delivering holistic planning strategies that are tailored to personalized goals.

Ruben Rodriguez, CFP®

Wealth Advisor

Ruben Rodriguez, CFP®


561.694.5614

ruben.m.rodriguez@jpmorgan.com

3825 PGA., Floor 9
Plam Beach Gardens, FL 33410

About Ruben

Ruben Rodriguez is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of Girard & Associates, he serves the comprehensive advisory needs of high-net-worth individuals and their families, delivering holistic planning strategies that are tailored to personalized goals.

With 15 years of industry experience, Ruben was with Merrill Lynch for many years before joining J.P. Morgan in 2020. He looks forward to blending his planning background with the robust resources of the firm to explore potential opportunities and trade-offs.

Ruben was born in New York City but raised in Miami, Florida where he attended Florida International University and earned a B.S in Finance. He began his financial services career in 2005 while still pursuing his studies. Ruben’s dedication to his clients has led him to attain the CERTIFIED FINANCIAL PLANNER™ designation, one of the most respected wealth management certifications in the industry. He utilizes this knowledge while working with clients to formulate comprehensive strategies for pursuing shortand long-term goals.

Ruben and his wife, Ellie, reside in Jupiter, Florida, with their three young boys, Jaden, Aiden and Cayden. His family is active in Family Church Gardens, where they serve in various ministries. Ruben also volunteers his time on an annual basis with The Big Heart Brigade, passing out Thanksgiving meals to the underserved residents of Palm Beach County. He is multi-lingual and speaks fluent Spanish.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.