Ruben RodriguezRuben Rodriguez, CFP®Wealth Advisor
Awards and Industry Recognition
Forbes
About Ruben
Ruben Rodriguez is a Wealth Advisor with J.P. Morgan Wealth Management.
As a partner of Girard & Associates, he serves the comprehensive advisory needs of high-net-worth individuals and their families, delivering holistic planning strategies that are tailored to personalized needs. Ruben is devoted to assisting his clients achieve their short- and long-term financial goals while providing them with the highest level of care.
Ruben was with Merrill Lynch for many years before joining J.P. Morgan in 2020. With over 15 years of industry experience, he looks forward to blending his financial planning background with the robust resources of J.P. Morgan to explore potential opportunities and trade-offs.
Ruben was born in New York City and raised in Miami, Florida, where he attended Florida International University and earned a B.S in Finance. He began his financial services career in 2005 while still pursuing his studies. He holds the FINRA Series 7 and 66 securities licenses. Ruben's dedication to his clients has led him to attain the CERTIFIED FINANCIAL PLANNER® designation, one of the most respected wealth management certifications in the industry.
Ruben and his wife, Ellie, reside in Jupiter, Florida with their three young boys: Jaden, Aiden, and Cayden. His family attends Family Church Gardens, where they serve in various ministries. Ruben has volunteered his time on an annual basis with The Big Heart Brigade, passing out Thanksgiving meals to the underserved residents of Palm Beach County, and is a participant with the Kiwanis Club of Palm Beach Gardens. Ruben enjoys playing golf and is a member at Jonathan's Landing Golf Club. He is multi-lingual and speaks fluent Spanish.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now