Jason L. Rodriguez

With more than 15 years of industry experience, Jason has joined the Godwin Gounaris Private Wealth Management Group to focus on the overall client planning process. He embodies the team’s mission to provide exceptional guidance in all financial matters through a client-centric approach. Additionally, Jason helps spearhead the team’s marketing and outreach initiatives. With access to a broad array of resources—including research analysts and economic and market experts—Jason assists in making informed financial decisions based on each client’s specific goals, needs and risk tolerance. He understands that it takes more than a single planning session to align clients’ wealth with their life goals and that, as their circumstances change, so must the investment strategies used to help keep them on course toward their objectives.

Prior to joining the team, Jason served as a Vice President with the Prime Services team at Goldman Sachs, where he specialized in client relationship management. In this role, he acted as a central point of contact for key hedge fund clients and assisted with all aspects of clients’ day-to-day operations. Jason graduated from the Wharton School at the University of Pennsylvania, earning a B.S. in economics with concentrations in finance and marketing. He currently serves as President of the Wharton Club of Philadelphia.

Jason lives with his wife, daughter, and dog in the Philadelphia suburbs. In their spare time, they enjoy exploring what the Philadelphia area has to offer, ranging from its multiple sporting and social events to its new restaurants.

California Insurance License 4047254. Resident State PA.