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Jeffrey R
Series 66
Wesley Chapel, FL
San Blas Advisory, Inc.
Jeffrey Rodriguez Aponte is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management and International Financial Solutions, Inc. Outside of his advisory role, he serves as president of Tampasaos, LLC, which owns a small hotel. San Blas Advisory serves individual, high-net-worth clients, and businesses, managing approximately $218.9 million across about 664 accounts. The firm offers discretionary and non-discretionary portfolio management combined with various financial planning services, employing a mixed methodology of fundamental, technical, and qualitative analysis.
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