Veronica Joyner Rodgers
Investment Adviser Representative at THE Wealth Boutique
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Veronica Joyner Rodgers is an investment adviser representative with The Wealth Boutique in Richmond, VA, where they have been registered since 2023. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Janney Montgomery Scott LLC and Wells Fargo Clearing Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and Virginia.
Registrations & licenses
- Investment adviser:
- New Jersey, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors LLCJan 2011 – Nov 2016Mclean, VA
- Wells Fargo Clearing Services, LLCNov 2016 – Oct 2018Mclean, VA
- Janney Montgomery Scott LLCOct 2018 – Nov 2019Washington, DC
- Janney Montgomery Scott LLCNov 2019 – Nov 2021Washington, DC
- Janney Montgomery Scott LLCNov 2021 – Jul 2022Washington, DC
- Janney Montgomery Scott LLCJul 2022 – Nov 2023Richmond, VA
- Women's Wealth BoutiqueNov 2023 – no end date reportedChester, NJ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Wealth Boutique
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- $0 - $1,000,0001.50%
- $1,000,001 to $3,000,0001.25%
- $3,000,001 to $5,000,0001.00%
- $5,000,001 to $10,000,0000.85%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Chester, NJ
- SEC file number:
- 801-129886
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 24, 2026
View full firm profileOther advisors at THE Wealth Boutique
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Veronica Joyner Rodgers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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