Jovi Rodriguez

Junior Wealth Management Advisor & Analyst

Jovi joins us from J.P. Morgan Chase Bank, where he supported private investment clients with financial planning, account maintenance and clear communication. He also worked with a broad spectrum of retail and wealth management clients, learning how they think and where their vision and goals differ.   

At Wambolt, Jovi is a financial analyst, spotting trends, tracking indicators, and forecasting the outlook of a company, asset or product. He specializes in technology and impact investing strategies at companies, organizations and funds that both generate returns and benefit social or environmental causes. (Contact him about Opportunity Zone and Historic Easement investment opportunities.)

Jovi works closely with Andrew Jenkins, Managing Director of Planning and Investments, developing and reviewing investment strategies, building out asset allocation plans, balancing portfolios and placing trades. He also reviews financial statements and individual financial plans, helping us at Wambolt to see things from our clients’ perspective so we can act quickly and decisively.

In Jovi’s free time, he enjoys road biking, rowing, running, hiking and spending time with his dog, Bentley. He is also working towards his goal of traveling to all 50 states!

Tufts University, Medford, MA / Bachelor’s Degree, Engineering Psychology & Economics

Civic Involvement:
Theta Chi Fraternity – Chapter Advisory Board for the University of Denver