Morgan Javonillo (CRD# 7480625) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Berkeley, CA | Dec 2021 - Current | 2 |
Bank Of America | Hayward, CA | Jul 2021 - Dec 2021 | < 1 |
Unemployed | Castro Valley, CA | Apr 2020 - Jul 2021 | 1 |
Robert Half Technology | San Ramon, CA | Jun 2018 - Apr 2020 | 1 |
Unemployed | Castro Valley, CA | May 2018 - Jun 2018 | < 1 |
Aztec Shops Ltd. | San Diego, CA | Aug 2016 - May 2018 | 1 |
Safeway | Castro Valley, CA | Jul 2017 - Aug 2017 | < 1 |
Unemployed | Castro Valley, CA | Jun 2017 - Jul 2017 | < 1 |
Zumiez | Pleasanton, CA | Jun 2016 - Aug 2016 | < 1 |
Bj's Restaurant And Brewhouse | San Diego, CA | Oct 2015 - May 2016 | < 1 |
Unemployed | San Diego, CA | Aug 2015 - Oct 2015 | < 1 |
Benihana | Burlingame, CA | Jun 2015 - Aug 2015 | < 1 |
Unemployed | San Diego, CA | Mar 2015 - May 2015 | < 1 |
Abercrombie & Fitch | San Diego, CA | Oct 2014 - Mar 2015 | < 1 |
Unemployed | San Diego, CA | Aug 2014 - Oct 2014 | < 1 |
G-c Lubricants Company | San Carlos, CA | Jun 2014 - Aug 2014 | < 1 |
Hollister Company | Pleasanton, CA | Mar 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2022 |
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.