Jose J. Rodriguez
Professional summary
Jose J. Rodriguez, who also goes by Rodriguez J Jose, Jose J Rodriguez, Jose J Rodriguez Suarez, Jose J. Rodriguez Suarez, is a registered financial advisor currently at FORTALEZA CAPITAL PARTNERS, LLC located in San Juan, .
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jose has worked at 4 firms and has passed the Series 65, Series 63, Series 62, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose J. Rodriguez's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2016 - Present
FORTALEZA CAPITAL PARTNERS, LLC
Office #1: 250 Ponce De Leon Avenue City Towers, Suite 1003, San Juan, PR 00918September 19, 2012 - June 2, 2014
STILLPOINT CAPITAL, LLC
December 26, 2008 - July 21, 2009
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
December 26, 2008 - July 21, 2009
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2016)
Exams
Series 62
Date: 5/2/2013
Corporate Securities Limited Representative ExaminationCurrent Firm
FORTALEZA CAPITAL PARTNERS, LLC
CRD#: 234792 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 86,239,933 |
Red Flags
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