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Juan Rodriguez Email & Phone Number
Wealth Advisor
at
LPL Financial
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Riverside, California, United States
Company size
Who is Juan Rodriguez? Overview
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Quick answer
Juan Rodriguez is listed as Wealth Advisor at LPL Financial, a company with 31117 employees, based in Riverside, California, United States. AeroLeads shows a matched LinkedIn profile for Juan Rodriguez.
Juan Rodriguez previously worked as Insurance Agent at New York Life Insurance Company and Broker & REALTOR at Rodriguez And Associates Realty. Juan Rodriguez holds Bachelor Of Science - Bs, Finance from Usc Marshall School Of Business.
Company email context
Email format at LPL Financial
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LPL Financial
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Profile bio
About Juan Rodriguez
As a licensed Agent of the New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals beforemaking any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.4204 Riverwalk Parkway Suite 200, Riverside, CA 92505Direct: 562-230-4845CA Insurance License # 4328738
Current workplace
Juan Rodriguez's current company
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Lpl Financial
13 roles
Juan Rodriguez work experience
A career timeline built from the work history available for this profile.
Insurance Agent
CurrentAgent licensed in multi states helping to protecting lives, incomes and assets through New York Life Insurance Company. I tailor financial solutions to help my clients achieve financial independence, leave a legacy, create generational wealth, retire on their own terms, develop sound financial strategies, provide financial security and peace of mind
Oct 2023 - Present
Broker & Realtor
Rodriguez And Associates Realty
CA Department of Real Estate Licensed Broker 1. Helping Buyers and Sellers in Residential and Commercial2. Investment Properties - Distressed Sales and Acquisitions, Auctions, County Sales, Income3. Property Management and Residential Default Resolution http://www.rodriguez-realty.com/
Dec 2014 - Nov 2023
Business Owner
Rrr Group Inc
RE Broker and Financial Consultant assisting RE investors and Business Owners with RE, tax, expansions and exit strategies
Jul 2007 - Nov 2023
Finance Consultant
Rrr Group Inc
Clients:Sony Pictures Television in Culver CityWestinghouse Digital Electronics in Santa Fe SpringsTechnicolor in Ontario, CAForecasting, Budgeting, Analysis, Monthly and Year End Closing, Year End Audits, Year End Financials, SOX
Feb 2008 - Sep 2009
Real Estate Broker Associate
Oct 2022 - Oct 2023
Jan 2009 - Aug 2009
Finance Consultant
Westinghouse Digital Electronics
Year End Audit, Publish Year End Financial Statements, SOX
Apr 2008 - Jan 2009
Director Of Finance
Financial Planning and Analysis for Sony Pictures Television. Last 6 months as a Consultant
May 2006 - Apr 2008
Director Controller
GE NBC Universal TV Studio FP&A 11/04-04/06 (FP&A Director)GE Unison Industries 06/03-11/04 ControllerGE Aircraft Engines 06/01-06/03 Financial Management Program (FMP)
Jun 2001 - May 2006
Financial Planning And Analysis
Financial Planning and Analysis for NBC Universal TV Studio - Division of The General Electric Company
Nov 2004 - Apr 2006
Jun 2003 - Nov 2004
Financial Management Program (Fmp)
2 year program comprised of 4 corporate rotations throughout business, along with classes and corporate training.
Jun 2001 - Jun 2003
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at newyorklife.com. View company contacts for 31117 employees →
MC
Marc Cherubin, Fsa
Colleague at Lpl FinancialNew York City Metropolitan Area, United States
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RS
Robert Selle
Colleague at Lpl FinancialJurupa Valley, California, United States, United States
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SD
Srilatha Duggi
Colleague at Lpl FinancialWoodbridge, New Jersey, United States, United States
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BN
Brenda Navarro
Colleague at Lpl FinancialTorrance, California, United States, United States
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WS
Will Smith
Colleague at Lpl FinancialWoodbridge, Virginia, United States, United States
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CA
Christine Arthur
Colleague at Lpl FinancialBridgeville, Pennsylvania, United States, United States
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AD
Andrea Drinkwalter
Colleague at Lpl FinancialBillings, Montana, United States, United States
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AF
Arlin Felix
Colleague at Lpl FinancialBrentwood, New York, United States, United States
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SS
Smith S.
Colleague at Lpl FinancialDuluth, Georgia, United States, United States
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RG
Rosie Garza
Colleague at Lpl FinancialMission, Texas, United States, United States
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Marc Cherubin, Fsa
Colleague at Lpl FinancialNew York City Metropolitan Area, United States
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RS
Robert Selle
Colleague at Lpl FinancialJurupa Valley, California, United States, United States
View →
SD
Srilatha Duggi
Colleague at Lpl FinancialWoodbridge, New Jersey, United States, United States
View →
BN
Brenda Navarro
Colleague at Lpl FinancialTorrance, California, United States, United States
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WS
Will Smith
Colleague at Lpl FinancialWoodbridge, Virginia, United States, United States
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CA
Christine Arthur
Colleague at Lpl FinancialBridgeville, Pennsylvania, United States, United States
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AD
Andrea Drinkwalter
Colleague at Lpl FinancialBillings, Montana, United States, United States
View →
AF
Arlin Felix
Colleague at Lpl FinancialBrentwood, New York, United States, United States
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SS
Smith S.
Colleague at Lpl FinancialDuluth, Georgia, United States, United States
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RG
Rosie Garza
Colleague at Lpl FinancialMission, Texas, United States, United States
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1 education record
Juan Rodriguez education
-
Usc Marshall School Of Business
FAQ
Frequently asked questions about Juan Rodriguez
Quick answers generated from the profile data available on this page.
What company does Juan Rodriguez work for?
Juan Rodriguez works for LPL Financial.
What is Juan Rodriguez's role at LPL Financial?
Juan Rodriguez is listed as Wealth Advisor at LPL Financial.
Where is Juan Rodriguez based?
Juan Rodriguez is based in Riverside, California, United States while working with LPL Financial.
What companies has Juan Rodriguez worked for?
Juan Rodriguez has worked for Lpl Financial, New York Life Insurance Company, Rodriguez And Associates Realty, Rrr Group Inc, and Crest Sotheby'S International Realty.
Who are Juan Rodriguez's colleagues at LPL Financial?
Juan Rodriguez's colleagues at LPL Financial include Marc Cherubin, Fsa, Robert Selle, Srilatha Duggi, Brenda Navarro, and Will Smith.
How can I contact Juan Rodriguez?
You can use AeroLeads to view verified contact signals for Juan Rodriguez at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Juan Rodriguez attend?
Juan Rodriguez holds Bachelor Of Science - Bs, Finance from Usc Marshall School Of Business.
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