JR
CFP
JR
CFP

Jenna Rose Rodrigues

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
52 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$84.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

110 Haverhill Rd., Suite 307, Amesbury, MA, 01913

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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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Employment History
Current Registrations
Saltbox Financial LLC
March 2025 - Present · 11 mos
Previous Registrations
Illumination Wealth Management
March 2022 - March 2024 · 2 yrs
Thrivent Investment Management INC.
February 2021 - October 2021 · 8 mos
Thrivent Investment Management INC.Broker
December 2020 - October 2021 · 10 mos
State Registrations2 states
IDMA
Advisor
Exams
No exam information available for this advisor.