Jacob Rodriguez has been an investment adviser representative at Sierra Pacific Private Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners. Jacob Rodriguez studied Business Administration (Finance concentration) at California State University, East Bay.
Sierra Pacific Private Wealth, LLC is a Pleasanton, CA firm with $246M under management, 290 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Jacob Rodriguez is Associate Wealth Advisor & Operation Manager of Sierra Pacific Private Wealth, based in Pleasanton, California. He has three years of experience providing financial solutions and client experiences. His focus includes client onboarding, operations management, estate maintenance and wealth transfer.
- – present · 1 yearPleasanton, CA · Adviser representative · Firm CRD 131738
Investment adviser representative registrations
Jacob Rodriguez is registered as an investment adviser representative in California, since October 2025.
- CaliforniaSince 22 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Andrew Rodriguez
- CRD
- 8180304
- Firm
- Sierra Pacific Private Wealth · CRD 131738
- Office
- 7077 KOLL CENTER PARKWAY, SUITE 120, Pleasanton, CA 94566
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sierrapacificpw.com
Where does Jacob Rodriguez work?
Jacob Rodriguez is an investment adviser representative registered through Sierra Pacific Private Wealth, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Rodriguez a financial advisor?
Yes. Jacob Rodriguez has a current investment-adviser registration in California, through Sierra Pacific Private Wealth since October 2025.
How many years of experience does Jacob Rodriguez have?
Jacob Rodriguez has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Jacob Rodriguez passed?
Jacob Rodriguez passed the Series 65 in October 2025.
Where is Jacob Rodriguez based?
Jacob Rodriguez’s registered office is in Pleasanton, CA.
Is Jacob Rodriguez registered with FINRA?
No. Jacob Rodriguez has no current broker registration.
How can I verify Jacob Rodriguez’s record?
Search CRD 8180304 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Rodriguez’s full registration record.