Jose FernandezCRD Number: 5566960
Current Firm: Bbva Wealth Solutions Inc.
Jose Fernandez (CRD# 5566960) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Oceanside, CA and has over 8 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
O'reilly Wealth Advisors
John P. Dubots Capital Management, LLC
|Bbva Wealth Solutions Inc.||Oceanside, CA||Oct 2013 - Current||3|
|Bbva Securities Inc.||Oceanside, CA||May 2013 - Current||3|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Aug 2012 - Current||4|
|Compass Bank||Birmingham, AL||Jul 2012 - Current||4|
|Bbva Compass Investment Solutions, Inc.||Oceanside, CA||Aug 2012 - May 2013||< 1|
|Union Bank, Na||San Clemente, CA||Mar 2011 - Jul 2012||1|
|Wells Fargo Bank, Na||San Clemente, CA||Aug 2007 - Feb 2011||3|
|Citifinancial||San Clemente, CA||Oct 2006 - Jul 2007||< 1|
|The Home Depot||Mission Viejo, CA||Jun 2006 - Dec 2006||< 1|
|Provident Funding Associates, LLP||Anaheim, CA||Jul 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
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.