Joann Fontanez, financial advisor El Paso TX
90 score

Joann Fontanez

CRD Number: 5914429
Current Firm: Raymond James Financial Services Advisors, Inc.

Joann Fontanez (CRD# 5914429) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in El Paso, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fischer Wealth Mamagement El Paso, TX May 2015 - Current 1
Raymond James Financial Services El Paso, TX Jul 2012 - Current 4
Raymond James Financial Services Advisors Inc. El Paso, TX Jul 2012 - Current 4
Wells Fargo Advisors LLC El Paso, TX Apr 2011 - Jun 2012 1
Wells Fargo Bank, N.a El Paso, TX Aug 2006 - Jun 2012 5
Inter National Bank El Paso, TX Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Joann Fontanez
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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