AR
AR

Alejandro J Rodriguez

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

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Location

One Alhambra Plaza, PH Floor, Office 1419, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alejandro is a 1% owner of Juliet Cosmetics LLC, a cosmetic and aesthetic products business, but plays no role in its operations. He is also the President and CEO of Zenith Point Wealth Management LLC, providing investment advisory services and financial planning, dedicating full-time hours to this role.

Employment History
Current Registrations
Vicus Capital, INC.
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2018 - August 2023 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
June 2018 - August 2023 · 5 yrs 2 mos
Morgan Stanley
February 2015 - May 2018 · 3 yrs 3 mos
Morgan StanleyBroker
November 2014 - May 2018 · 3 yrs 6 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.