Jennifer Fernandez (CRD# 6850293) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Three Bridges, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jul 2021 - Current | 2 |
| Bank Of America, N.a. | Santa Monica, CA | Feb 2020 - Jun 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sherman Oaks, CA | May 2019 - Jan 2020 | < 1 |
| Jpmorgan Chase Bank, N.a. | Agoura Hills, CA | Sep 2018 - May 2019 | < 1 |
| J.p. Morgan Securities LLC | Agoura Hills, CA | Sep 2018 - May 2019 | < 1 |
| The Prudential Insurance Company Of America | City Of Industry, CA | Oct 2017 - Aug 2018 | < 1 |
| Pruco Securities, LLC | City Of Industry, CA | Aug 2017 - Aug 2018 | 1 |
| East Lion Corp | City Of Industry, CA | Jul 2005 - Jul 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- NJ
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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