About William

William Rodriguez is a Vice President and Wealth Planner at J.P. Morgan Wealth Management.

William works closely with clients to help them anticipate and prepare for key decision points in their financial lives. Active in investing and wealth management since 2016, he understands the needs and interests of an accomplished clientele, helping them delineate their objectives and pursue those priorities more effectively.

Within the team, William holds a number of responsibilities. He serves as the lead planner, creating customized wealth management plans for each client or family and following up regularly to sustain steady momentum on their initiatives. William also coordinates the team's operations, facilitating an organized workflow, overseeing consistent processes, and maintaining accurate documentation. Finally, William is adept in trading execution, drawing on his experience in the capital markets. He serves as a go-to resource for all client inquiries, dispatching those needs with persistence and resolve.

William moved to J.P. Morgan Wealth Management in 2023 with his team. Previously, he served as an Associate Director with First Republic Private Wealth Management, where he worked for more than five years. William began his investment career in 2016 with Wedbush Securities, where he served as a Credit Analyst.

William earned his B.A. in Business and Economics from California State University, Long Beach. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc., and is fluent in Spanish.

A resident of Los Angeles, William lives with his wife, Mary Helen, and their daughter, Luna. Outside of work, he enjoys spending time with his family and friends. Active in his community, William volunteers with several non-profit organizations that aim to improve the lives of children and low-income families throughout South Los Angeles.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
Outlook

July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue

July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
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