broker and investment adviser

Jason Lunvo Rodriguez

Jason Lunvo Rodriguez  is a professional financial advisor, consultant and broker who understands that there’s more to financial planning than helping you decide how to invest. Because those decisions aren’t just about money, they’re about what that money can do–for you, your family and your community. Expertcurrently works with the COMMONWEALTH FINANCIAL NETWORK. CRD :5828347

10 Years Job

Experience

500+ Projects

Completed

Support

24/7 Support

30+ Awards

Achievement

Jason Lunvo Rodriguez

ABOUT ME

Over the past years, I have helped financial institutions become one of the largest money managers in the world. I have helped more than one thousand individuals and families achieve their financial goals.

 

I hold a Bachelor of Arts degree in interdisciplinary studies in The College of New Jersey. I want to make managing your finances as easy as possible for you.

 

As your financial associate, I will support your efforts by bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work towards your financial goals

MY SERVICES

Top Notch Creative Solutions

What I Do
 

01

STOCKS

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio.

02

CRYPTOCURRENCY

 

It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand.

03

REAL ESTATE

 

Buying, Owning and selling a home can sometimes feel like an emotional roller coaster. There are new processes to navigate and seemingly endless roadblocks to overcome.

04

MUTUAL FUNDS

 

Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.

05

INVESTMENT PLANNING

 

Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals.

06

PORTFOLIO MANAGEMENT

 

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk.

Gallery

MY RESUME

Real Problem Solutions Experience

Education Quality

Series 66 - Uniform Combined State Law Examination

State Securities Law Exam (May 25, 2018)

Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam (Aug 14, 2014)

SIE - Securities Industry Essentials Examination

General Industry/Products Exam (Oct 1, 2018)

Series 7 - General Securities Representative Examination

General Industry/Products Exam (Aug 14, 2013)

Experience

WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)

30 S 17TH ST 20TH FL, PHILADELPHIA, PA 19103 (since 5/8/2018 )

WELLS FARGO ADVISORS (CRD#:19616)

30 S 17TH ST 20TH FL, PHILADELPHIA, PA 19103 (since 5/25/2018 )

CLIENTS TESTIMONIALS

I Have multiple Client Feedback

Rodolfo E. Shannon

His portfolio management abilities are outstanding, and He offers excellent guidance on the kinds of investments one can make quickly without suffering a loss and still end up with a sizable profit. He also has extensive understanding of investing in cryptocurrencies.

Kenneth J. Dutton

I have never invested with a financial trader as transparent as Jason Lunvo Rodriguez.He provides me with more than enough information, and as a high net worth investor, I feel secure in Her choices. He takes Her fiduciary duty seriously, which is something I haven’t seen in the 20 years I’ve invested with different companies or brands. Great!

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