About Xavier

Xavier A. Rodriguez is a Client Associate with J.P. Morgan Wealth Management. As a member of The Farrell Group, he provides operational and account maintenance support for high-net-worth individuals and families, private business owners, and corporate executives. Xavier’s responsibilities include onboarding procedures, ad hoc requests, and coordinating the operational aspects of the team. He serves as a dedicated resource for all client concerns. Xavier graduated from Brooklyn College with a B.S. in Business Management. With 3 years of experience in financial services, he began his career in 2018 at LPL Financial as an Advisor Associate. He then moved to BNY Mellon where he acquired skills to carefully address individual clients’ needs. He joined J.P. Morgan in June 2021, drawn to the firm’s stellar reputation and executional platforms. He holds FINRA Series 7, Series 63 & 65 Licenses. Xavier resides in Brooklyn and is an avid sports fan. While he supports a number of different franchises, he is a particular devotee of the New York Mets. He also enjoys cooking and traveling with his fiancé.



U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(212) 272-0045xavier.rodriguez@jpmorgan.com