Jaime Pandal Fernandez (CRD# 5500910) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 14 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Asset Management LLC | Guaynabo, PR | Sep 2014 - Current | 9 |
| Santander Asset Management LLC | Guaynabo, PR | May 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- PR
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$39,309,891
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
PR
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