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JR

Jessica E. Rodriguez

BBVA GLOBAL WEALTH ADVISORS
Houston, TX 77056-3845
Some features on this profile are disabled
CRD#: 5986590
JR

Professional summary

Jessica Estela Rodriguez, who also goes by Jessica E Rodriguez, Jessica Rodriguez, Jessica Estela Rodriguez, Jessica Estela Rodriguez, is a registered financial advisor currently at BBVA GLOBAL WEALTH ADVISORS, INC. located in Houston, Texas.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jessica has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica E Rodriguez | Jessica Rodriguez | Jessica Estela Rodriguez | Jessica Estela Rodriguez

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) Entity Name: Herbalife Distributor Investment related: No Address: Houston TX 77034 Nature of the other business: Nutrition and fitness. Position/Title/Relationship: Distributor Start Date: 04/01/2019 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sell supplements. 2) INSIGNEO ADVISORY SERVICES LLC Dually registered with the affiliate Firm as Client Associate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Estela Rodriguez's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 2, 2025 - Present

BBVA GLOBAL WEALTH ADVISORS, INC.

Office #1: 1980 Post Oak Blvd Suite 100, Houston, TX 77056-3845
RIA
CRD#: 327326
Houston, TX
Past

February 24, 2025 - April 17, 2025

INSIGNEO ADVISORY SERVICES, LLC

RIA
CRD#: 282589
HOUSTON, TX
Past

December 8, 2023 - April 17, 2025

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
Houston, TX
Past

February 22, 2023 - November 30, 2023

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
HOUSTON, TX
Past

December 17, 2013 - February 4, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Houston, TX
Past

October 1, 2012 - May 23, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX
Past

November 5, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
HOUSTON, TX

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".
BG
BBVA GLOBAL WEALTH ADVISORS, INC.
BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA
Registered Investment Advisory firm - (2/26/2024 Approved)

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
Florida
(6/30/2025)
IAR
Texas
(6/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/15/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/8/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/29/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/4/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BG
BBVA GLOBAL WEALTH ADVISORS, INC.
BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA
Registered Investment Advisory firm - (2/26/2024 Approved)
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Contact information

Main Address
501 Brickell Key Drive Suite 601, Miami, FL 33131
Mailing Address
Phone number
(305) 205-7752
Established
Firm type
Fiscal year end
# of Employees
57

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BBVA GWA ADV 2A APPENDIX WRAP FEE PROGRAM (11/5/2025)
BBVA GWA ADV 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts665
AUM (Assets Under Management)$ 1,208,850,630

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326Houston, TX 77056-3845

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