Jonathon Fernandez-Rubio (CRD# 7438241) is an Investment Advisor Representative working at Core Wealth Management, Inc. in Jupiter, FL and has over 2 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Wealth Management, Inc. | Jupiter, FL | Sep 2022 - Current | 1 |
| Steven Trend | Palm Beach Gardens, FL | Aug 2021 - Sep 2022 | 1 |
| Board Of County Commissioners | Fort Lauderdale, FL | Jan 2016 - Mar 2022 | 6 |
| Coastal Wealth, A Mass Mutual Firm | Fort Lauderdale, FL | Dec 2019 - Dec 2020 | 1 |
| Alliance Financial Group | Palm Beach Gardens, FL | Mar 2019 - Dec 2019 | < 1 |
| Publix Supermarkets | Weston, FL | Jul 2015 - Jul 2019 | 4 |
| Board Of County Commissioners | Davie, FL | Oct 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- FL
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts772ACCOUNTS
-
Average Account Value$373,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NC, NY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.