Jarret Rodriguez

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About Jarret Rodriguez

I'm proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I pursued my dream of serving my country by enlisting in the United States Marine Corps. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon my honorable discharge, I transitioned to a new chapter in Southern California, where I began my financial career at Morgan Stanley.

I began my career at Morgan Stanley, later joining Bank of America Investment Services (now Merrill Lynch) in 2005, and later Wells Fargo Advisors in 2009, where I had the privilege of serving clients for over a decade. Today, I continue that mission as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant^® (ChFC^®) and Certified Investment Management Analyst^® (CIMA^®) designations—credentials that reflect my dedication to professional excellence and lifelong learning.

My work focuses on helping clients build financial plans that fit their lives. That includes:

Personalized financial strategy development Insurance and risk management Tax-efficient investment planning Income tax and retirement strategies Estate planning coordination But more than anything, I see my role as a guide—helping people make sense of their finances, find solutions, and move forward with clarity and confidence.

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Outside of work, I've been happily married to my wife, Florinda, for 20 years. Together, we're the proud parents of three incredible kids: Vincent, Alexander, and Isabella.

When I'm not working with clients, you'll probably find me on the mats training Brazilian Jiu-Jitsu—a lifelong passion that's taken me around the world, from local tournaments to Brazil itself. In 2024, I was honored to win Gold at the Brazilian National Championship, a moment that reminded me how discipline and consistency always pay off.

At home, life stays lively thanks to Hulk and Cha-Cha, our two Cane Corsos. They're loyal, protective, and full of personality—keeping things grounded and joyful no matter what the day brings.

Whether serving my country, training on the mats, or helping families plan for their future, my mission has always been the same: to lead with discipline, serve with heart, and make a meaningful difference in people's lives.

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General Information

Firm Start Year

1989

No. of Employees

CRD#

4977996

Firm CRD#

6413

Insurance License#

0F12433

Name of Broker/Dealer

LPL Financial

States Licensed in

CA, AZ, CO, FL, MN, NV, OR, VA, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, and LPL Financial

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, CIMA^®

Securities Licenses

Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Life, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$100,000,0000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly, Based on Assets, Flat Fee

Fee % Based on Assets

Additional Details on Charges

The advisory fee is inclusive of trading, financial planning, and tax planning. The annual advisory rate is based on total assets held with Homestead. Our rates start at 1.25% and go down to .45%.

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Paladin Advisors

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Paladin Research Report For:

Homestead Wealth Management