Caleb Samuel Rodriguez

Finance

Consumer Services

Profile

Mr. Caleb S.
Rodriguez is an Investment Associate at Jackson Financial Management Inc. He is responsible for supporting the functions of the Investment Department, including cash management, portfolio rebalancing and investment research.
Mr. Rodriguez began his career in financial services – handling various assignments at investment management firms.
He graduated from San Diego State University in 2013 with a degree in Quantitative Economics.

Former positions of Caleb Samuel Rodriguez

Companies	Position	End
Jackson Financial Management, Inc. Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide.	Analyst-Equity	26/03/2020

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Training of Caleb Samuel Rodriguez

San Diego State University

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	1
Jackson Financial Management, Inc. Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide.	Finance