JR
JR
Jeffrey Rodriguez-Aponte is a registered investment advisor, based in Wesley Chapel, FL, with 22 years of industry experience.
Location
Wesley Chapel, FL
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Regulatory History (1)
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Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Jeffrey is the President of 360ONE LLC, a DBA for broker-dealer business, dedicating about 10-20% of his time. He also sells life and health insurance for Universal Life Insurance Company of Puerto Rico, spending a few hours per week. Finally, Jeffrey is President of TAMPASAOS, LLC, which owns a hotel.
Employment History
Current Registrations
San Blas Securities LLC
October 2024 - Present · 1 yr 6 mos
San Blas Securities LLCBroker
October 2024 - Present · 1 yr 6 mos
Sb Advisory, LLC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - November 2024 · 2 yrs 4 mos
B. Riley Wealth Advisors, INC.
September 2019 - November 2024 · 5 yrs 2 mos
National Securities CorporationBroker
September 2019 - July 2022 · 2 yrs 10 mos
Ifs SecuritiesBroker
April 2012 - September 2019 · 7 yrs 5 mos
Sb Advisory, LLC
April 2012 - November 2019 · 7 yrs 7 mos
Freedom Advisory
August 2010 - April 2012 · 1 yr 8 mos
UBS Financial Services Incorporated of Puerto RicoBroker
October 2006 - May 2010 · 3 yrs 7 mos
UBS Financial Services INC.Broker
October 2006 - May 2010 · 3 yrs 7 mos
R-G Investments CorporationBroker
June 2005 - October 2006 · 1 yr 4 mos
UBS Financial Services Incorporated of Puerto RicoBroker
January 2004 - July 2005 · 1 yr 6 mos
UBS Financial Services INC.Broker
May 2003 - July 2005 · 2 yrs 2 mos
State Registrations3 states
FLNYPR
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.