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 & Partners, 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
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Make philanthropy a family affair
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October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
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October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now