Jose M. Rodriguez
Jose M. Rodriguez joined in JB Wealth in Coral Gables, FL, in January 2020 as a Financial Professional. With over 15 years of experience, Jose brings a wealth of knowledge in the insurance and finance industries. Throughout his career, he has demonstrated an a passion for client servicing and specializes in life insurance, disability income, group disability, retirement planning, asset protection, pension plans, and premium finance life insurance.
Life Insurance
Disability Income & Group Disability
Retirement Planning
Asset Protection
Pension Plans
Premium Finance Life Insurance
Over 15 years of Helping Clients Pursue a Financially Stable Future
With experience in financial services , Jose M. Rodriguez is committed to guiding you towards achieving your long-term financial goals.
Educational Background
A native of San Juan, Puerto Rico, Jose holds a degree in Finance and International Business from the University of Dayton, Ohio.
Professional Experience
Before joining JB Wealth, Jose worked at MassMutual in Miami, FL, for over seven years, where he continued to service his book of business. He has also worked for AXA Advisors, earning the prestigious title of A-Class Associate of the Year in 2013. Recently, in 2023-2024, he achieved the Royal Blue Conference Qualifier with 1847 Financial - Penn Mutual.
Jose's knowledge extends into the investment industry, providing investment services for high-net-worth clients at esteemed firms such as Raymond James, Merrill Lynch, and Popular Securities. Jose Rodriguez is member of MDRT.
The Qualifying and Life (QL) Member was created by the Million Dollar Round Table (MDRT). The requirementsdo not evaluate the quality of services provided and is granted for one year only. All members must apply everyyear to continue their affiliation with MDRT. Being a QL is not indicative of the applicant’s future performance.
Jose's knowledge extends into the investment industry, providing investment services for high-net-worth clients at esteemed firms such as Raymond James, Merrill Lynch, and Popular Securities. Jose Rodriguez is member of MDRT.
The Qualifying and Life (QL) Member was created by the Million Dollar Round Table (MDRT). The requirementsdo not evaluate the quality of services provided and is granted for one year only. All members must apply everyyear to continue their affiliation with MDRT. Being a QL is not indicative of the applicant’s future performance.
Personal Life
When he is not servicing clients, Jose enjoys playing golf and tennis, traveling, and spending time with his family. His dedication to both his clients and his community reflects his belief in the power of financial education and planning to transform lives.
Contact us
Contact Jose
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Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jose Rodriguez Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and a member of the Principal® Financial Network.
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jose Rodriguez Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and a member of the Principal® Financial Network.