Ruben Bojorquez
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ruben Bojorquez is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts client portfolios as their circumstances evolve.
With expertise spanning general investing, retirement planning, and saving for unforeseen events, Ruben focuses on understanding what matters to his clients and their families. This client-centered approach enables him to craft personalized financial strategies that pursue their goals effectively.
Ruben holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Wealth management
Passive / index investing
Retirement income strategy
Income planning
Work history
BANK of AMERICA, N.A.
2024 - Present (2 years)
Merrill
2023 - Present (3 years)
Lambweston
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
Aerotek
2016 - 2023 (7 years)
Unemployed
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
David S
Series 66
Richland, WA
Edward Jones
Jay F
Series 66
Kennewick, WA
Edward Jones
Sean H
CFP®, Series 66
Richland, WA
Edward Jones
Aaron R
Series 66
Richland, WA
Edward Jones
Michael R
Series 63, Series 65
Kennewick, WA
Merrill
Michael Rader is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his High School Diploma from Victor Valley High School. His credentials reflect his focus on retirement planning and fiduciary responsibilities within wealth management.
Jackson W
CFP®, Series 66
Kennewick, WA
Edward Jones
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