Jaime Pandal FernandezCRD Number: 5500910
Current Firm: Atlas Asset Management LLC
Jaime Pandal Fernandez (CRD# 5500910) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 8 years of experience in the finance industry.
Pariter Wealth Management Group LLC
Vab Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Atlas Asset Management LLC||Guaynabo, PR||Sep 2014 - Current||3|
|Santander Asset Management LLC||Guaynabo, PR||May 2012 - Sep 2014||2|
|Ubs Financial Services Inc. Of Puerto Rico||San Juan, PR||Jan 2008 - Apr 2012||4|
|School Of Law, Universidad De Puerto Rico||Rio Piedras, PR||Aug 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2015|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management18MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$18,423,965
- A percentage of assets under your management
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.