Jeffrey Rodriguez-Aponte has been an investment adviser representative at San Blas Advisory since June 2026, and is not listed among the firm’s executive officers or direct owners.
San Blas Advisory, Inc. is an Atlanta, GA firm with $219M under management, 665 clients and 9 advisers across 5 offices, as of its August 2026 filing.
Jeffrey Rodriguez-Aponte’s longest registration was 7 years at SB Advisory, LLC (2012–2019). Before joining San Blas Advisory in 2026, Jeffrey Rodriguez-Aponte was registered through B. Riley Wealth Advisors, Inc. and SB Advisory, LLC.
- San Blas Advisory, Inc.Current– present · under a yearWesley Chapel, FL · Adviser representative · Firm CRD 296929
- SB Advisory, LLCAlso current– present · 2 yearsWesley Chapel, FL · Adviser representative · Firm CRD 154680
- B. Riley Wealth Advisors, Inc.– · 5 yearsWelsey Chapel, FL · Adviser representative · Firm CRD 115927
- SB Advisory, LLC– · 7 yearsSan Juan, PR · Adviser representative · Firm CRD 154680
- Freedom Advisory– · 1 yearGuaynabo, PR · Adviser representative · Firm CRD 147546
Investment adviser representative registrations
Jeffrey Rodriguez-Aponte is registered as an investment adviser representative in 3 states. The first approvals date from October 2024; the most recent is New York, in November 2024.
- FloridaSince 19 November 2024
- New YorkSince 25 November 2024
- Puerto RicoSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 May 2013 |
| Series 66 | Uniform Combined State Law Examination | 6 June 2003 |
| Series 7 | General Securities Representative Examination | 30 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4638012
- Firm
- San Blas Advisory · CRD 296929
- Office
- Wesley Chapel, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Rodriguez-Aponte work?
Jeffrey Rodriguez-Aponte is an investment adviser representative registered through San Blas Advisory, Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Rodriguez-Aponte a financial advisor?
Yes. Jeffrey Rodriguez-Aponte has a current investment-adviser registration in Florida, New York and Puerto Rico, through San Blas Advisory since June 2026.
How many years of experience does Jeffrey Rodriguez-Aponte have?
Jeffrey Rodriguez-Aponte has 23 years in the financial industry, since August 2003, across 4 adviser firms.
What exams has Jeffrey Rodriguez-Aponte passed?
Jeffrey Rodriguez-Aponte has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2003. FINRA credited Jeffrey Rodriguez-Aponte with the SIE, which began in October 2018.
Where did Jeffrey Rodriguez-Aponte work before San Blas Advisory?
Before San Blas Advisory, Jeffrey Rodriguez-Aponte was registered through B. Riley Wealth Advisors, Inc., September 2019 to November 2024; SB Advisory, LLC, April 2012 to November 2019; Freedom Advisory, August 2010 to April 2012.
Where is Jeffrey Rodriguez-Aponte based?
Jeffrey Rodriguez-Aponte’s registered office is in Wesley Chapel, FL.
Is Jeffrey Rodriguez-Aponte registered with FINRA?
Yes. Jeffrey Rodriguez-Aponte has a current broker registration, under CRD 4638012.
Source: FINRA BrokerCheck
How can I verify Jeffrey Rodriguez-Aponte’s record?
Search CRD 4638012 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Rodriguez-Aponte’s full registration record.