Juan Manuel FernandezCRD Number: 1702099
Current Firm: Vectorglobal Iag, Inc.
Juan Manuel Fernandez (CRD# 1702099) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Chula Vista, CA and has over 16 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Lpl Financial LLC
The Wealth Consulting Group
|Vectorglobal Wmg||Miami, FL||Jul 2021 - Current||2|
|Wells Fargo Clearing Services, LLC||San Diego, CA||Jul 2017 - Jul 2021||4|
|Bank Of America, N.a.||San Diego, CA||Dec 2011 - Jul 2017||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Diego, CA||May 2006 - Jul 2017||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,066MILLIONS
Total Number of Accounts1,523ACCOUNTS
Average Account Value$699,762
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, TX
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