Vice President, Client Relationship Manager
Jonathan Rodriquez joined Magnus in early 2022. Jonathan is a VP, Client Relationship Manager and plays an important role in supporting our advisory team in their daily client related activities.
Prior to joining Magnus, Jonathan was a Portfolio Associate with Morgan Stanley Wealth Management. While at Morgan Stanley, he supported multiple financial advisors and investment teams where he catered to the unique needs of each business partner. His role was very hands on primarily encompassing account openings, maintenance, placing trades, and processing money movement request. Prior to Morgan, he served as an Investment Specialist at National Securities Corporation, a full-service brokerage firm.
Jonathan received his Bachelor of Science in Business Management at St. John’s University. He previously maintained securities Series 7, 63 and 66 registrations.
Jonathan resides in Kew Gardens, NY. In his spare time, he enjoys sports, weightlifting, Latin dancing and spending time with his friends and family.