VR
Veronica J. Rodgers
THE WEALTH BOUTIQUE
Richmond, VA
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CRD#: 5356281
VR
Professional summary
Veronica Joyner Rodgers, who also goes by Veronica Michelle Joyner, Veronica Joyner, Veronica Michelle Rodgers, is a registered financial advisor currently at THE WEALTH BOUTIQUE located in Richmond, Virginia.
Veronica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Veronica has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Veronica Michelle Joyner | Veronica Joyner | Veronica Michelle Rodgers
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Carnelian Wealth Solutions, Temple Hills, MD; Not Investment Related; Life and Spirituality Coaching; Position/Title: Owner; Duties: Transformational Coach who assists and supports moms in moving from stress to structure; Provide one-on-one coaching and courses to moms striving to become more spiritually satisfied. Start 2/17/2022; Devotes 12 hours/month; compensated.
CRS (Client Relationship Summary) - RIA
Click below to view Veronica Joyner Rodgers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 22, 2023 - Present
THE WEALTH BOUTIQUE
RIA
CRD#: 317291
Richmond, VA
Past
October 15, 2018 - November 27, 2023
JANNEY MONTGOMERY SCOTT LLC
RIA
CRD#: 463
RICHMOND, VA
Past
October 15, 2018 - November 27, 2023
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
RICHMOND, VA
Past
October 23, 2013 - October 17, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WASHINGTON, DC
Past
January 19, 2011 - October 17, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WASHINGTON, DC
Past
October 6, 2010 - December 31, 2010
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.
BD
CRD#: 35419
MCLEAN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THE WEALTH BOUTIQUE
ALIGNED WEALTH COLLECTIVE | WOMEN'S WEALTH BOUTIQUE | WOMEN'S WEALTH ADVISOR | THE WEALTH BOUTIQUE | THE MELISSA MYERS GROUP | TANIS FINANCIAL GROUP | MONEY MATTERS WEALTH SOLUTIONS | FEMALE FINANCIAL FITNESS | CLARITY FINANCIAL ADVISORS | CITRINE & GOLD | CARNELIAN WEALTH SOLUTIONS, LLC
CRD#: 317291 / SEC#: 801-129886
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Alabama
Registered Investment Advisory firm - (4/29/2024 Terminated)Colorado
Registered Investment Advisory firm - (4/30/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/30/2024 Terminated)Michigan
Registered Investment Advisory firm - (5/15/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/29/2024 Terminated)South Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(7/15/2025)
IAR
Virginia(11/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
THE WEALTH BOUTIQUE
ALIGNED WEALTH COLLECTIVE | WOMEN'S WEALTH BOUTIQUE | WOMEN'S WEALTH ADVISOR | THE WEALTH BOUTIQUE | THE MELISSA MYERS GROUP | TANIS FINANCIAL GROUP | MONEY MATTERS WEALTH SOLUTIONS | FEMALE FINANCIAL FITNESS | CLARITY FINANCIAL ADVISORS | CITRINE & GOLD | CARNELIAN WEALTH SOLUTIONS, LLC
CRD#: 317291 / SEC#: 801-129886
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Alabama
Registered Investment Advisory firm - (4/29/2024 Terminated)Colorado
Registered Investment Advisory firm - (4/30/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/30/2024 Terminated)Michigan
Registered Investment Advisory firm - (5/15/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/29/2024 Terminated)South Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
245 Main Street Suite 205, Chester, NJ 07930
Mailing Address
Phone number
(908) 955-0077
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 670 |
| AUM (Assets Under Management) | $ 94,135,525 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
