Family. Wealth. For Generations.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

binoculars

Jorge L. Rodriguez

Financial Advisor

Jorge became a Financial Advisor at UBS in 2015. Prior to this, he was Co-Head of Consulting, for UBS. In this prior role, his team focused on providing ultra-high net worth clients and their advisors an institutional approach to investments, emphasizing diversification strategies and the use of third-party money management firms. Jorge also coordinated with clients' legal and tax experts to ensure estate and financial plans were designed, implemented and updated for the evolving needs of clients, as well as for market fluctuations and taxation changes. Jorge brings this same emphasis on long-term perspective and comprehensive service into his wealth management practice today.

Since 2014, Jorge has also spent time addressing Puerto Rico's Act 20/22 segment. It is his view that this segment could provide a significant economic and social contribution to Puerto Rico. UBS's global capabilities provide the support needed to create and implement solutions to take advantage of this favorable tax opportunity. It is Jorge's role to identify and approach these resources for the benefit of Act 20/22 clients.

From 2001 to 2009, Jorge served in several roles in the Treasury of a local, commercial bank, and public company on the island. In this role, he served as assistant treasurer and portfolio manager for the bank's $4.5 billion investment portfolio.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • PR
  • TX
  • UT
  • VI

Education

  • B.S. Business Administration, Universidad del Sagrado Corazon, PR
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 250-2379

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights