Our Team
Founder Partner - CEO
Jose M. Rodriguez is the Founder and Partner of JB Wealth, a Coral Gables–based wealth and estate planning advisory firm serving business owners, professionals, and high-net-worth families.
With over 15 years of experience in the insurance and financial services industry, Jose provides strategic guidance across retirement planning, risk management, and long-term wealth preservation.
Jose specializes in designing and implementing integrated financial strategies that enhance tax efficiency, protect income and assets, and support long-term financial security. His expertise includes advanced life insurance planning, asset protection strategies, pension plan design, and retirement income planning. He has extensive experience structuring defined benefit and defined contribution pension plans, as well as premium finance life insurance solutions for clients with complex planning needs.
He works closely with CPAs, attorneys, actuaries, and other professional advisors to ensure clients benefit from coordinated and comprehensive financial planning. Jose is recognized for his disciplined, client-focused approach and his ability to translate complex financial strategies into clear, actionable solutions aligned with each client’s long-term objectives and legacy goals.
Prior to founding JB Wealth, Jose developed extensive experience with leading financial institutions, building a strong foundation in insurance, retirement planning, and wealth advisory services. He spent over seven years with MassMutual in Miami, Florida, where he developed and managed a substantial client base while delivering comprehensive insurance and retirement planning strategies. Earlier in his career, he served as a financial professional with AXA Advisors, where he was honored as A-Class Associate of the Year in 2013, recognizing his exceptional performance and commitment to client service.
Jose has continued to earn distinction throughout his career for his leadership, production, and professional excellence. He qualified for the prestigious Penn Mutual Royal Blue Conference in 2024, an honor awarded to top-performing financial professionals within the organization. In 2025, he received multiple firmwide recognitions from Principal®, including Principal Pace Setter 2025, Principal Rising Star 2025, and Principal – Partner in Talent Acquisition 2025, reflecting his outstanding production, leadership, and contributions to advisor development and firm growth. He has consistently been recognized as a productive and high-performing advisor, demonstrating sustained success in delivering comprehensive financial solutions to his clients.
In addition to his insurance and retirement planning expertise, Jose has experience within the investment advisory space, having worked with respected financial institutions such as Raymond James, Merrill Lynch, and Popular Securities, where he provided investment and portfolio guidance to high-net-worth individuals and families.
Jose is also a member of the Million Dollar Round Table (MDRT), a globally recognized association representing excellence in client service, professional knowledge, and ethical standards in the financial services profession.
The Million Dollar Round Table (MDRT) Qualifying and Life (QL) membership is awarded annually based on production requirements. Membership does not evaluate the quality of services provided and must be renewed each year. It is not indicative of future performance.