J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
12yrs
Javier Rodriguez
Full name on record: Javier David Rodriguez
Financial advisor at Insigneo Advisory Services
Javier Rodriguez is a fiduciary financial advisor in Miami, Florida, with 12 years in the industry. After three years at Citigroup Global Markets, Javier joined Insigneo Advisory Services in 2020, a firm offering investment management, private fund management, and selecting outside investment managers. Insigneo Advisory Services reports being paid through a percentage of assets and flat fees.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 53% of advisors in Miami
Office1221 Brickell Avenue 27th Floor, Miami, FL 33131
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$671,962
Advisors at the firm223
States licensed ?1 state
Services through Insigneo Advisory Services
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowInsigneo Advisory Services, LLCCurrent firm
- 2014 – 2017Citigroup Global Markets Inc.Previously
Contact Javier
(305) 373-9000Insigneo Advisory Services main office 1221 Brickell Avenue 27th FloorMiami, FL 33131Office · Get directions Facebook pageInsigneo Advisory Services
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Questions to ask Javier
Tailored to Javier’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Javier
How do I contact Javier?
Call Insigneo Advisory Services at (305) 373-9000 and ask for Javier Rodriguez. Javier works from the Miami, FL office.
How long has Javier been a financial advisor?
Javier has been in the industry since 2014, about 12 years. More experience than 53% of advisors in Miami.
What licenses does Javier hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Javier a fiduciary?
Javier is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Javier paid?
Insigneo Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Javier for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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