Raymond Fernandez, financial advisor Islandia NY

Raymond Fernandez

CRD Number: 7255008
Current Firm: J.p. Morgan Securities LLC

Raymond Fernandez (CRD# 7255008) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Islandia, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Islandia, NY Oct 2022 - Current 1
Jpmorgan Chase Bank, N.a. Islandia, NY Oct 2022 - Current 1
Bank Of America, N.a. Medford, NY Jun 2020 - Oct 2022 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Medford, NY Nov 2017 - Oct 2022 4
Bank Of America, N.a. Medford, NY Nov 2017 - Jun 2020 2
Adler Univerisity Troy, NY Oct 2016 - Oct 2018 2
Capital One Bank Centereach, NY Dec 2015 - Nov 2017 1
T-mobile Hauppauge, NY Feb 2013 - Dec 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2020
Contact Info for Raymond Fernandez
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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