Jose Fernandez, financial advisor San Clemente CA
93 score

Jose Fernandez

CRD Number: 5566960
Current Firm: J.p. Morgan Securities LLC

Jose Fernandez (CRD# 5566960) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Clemente, CA and has over 9 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor San Clemente CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Ashley Bleckner, financial advisor San Clemente CA
Ashley N. Bleckner
CRD# 6556257
Rs Crum Inc.
Score
103
Similar Advisors
Daniel Sexton, financial advisor San Clemente CA
Daniel E. Sexton
CRD# 5314524
Rs Crum Inc.
Score
103
Company Name Location Dates Years
Jp Morgan Securities, LLC San Clemente, CA Nov 2016 - Current 1
Jp Morgan Chase Bank San Clemente, CA Nov 2016 - Current 1
Bbva Wealth Solutions Inc. Oceanside, CA Oct 2013 - Nov 2016 3
Bbva Securities Inc. Oceanside, CA May 2013 - Nov 2016 3
Bbva Compass Insurance Agency, Inc. Oceanside, CA Aug 2012 - Nov 2016 4
Compass Bank Oceanside, CA Jul 2012 - Nov 2016 4
Bbva Compass Investment Solutions, Inc. Oceanside, CA Aug 2012 - May 2013 < 1
Unionbanc Investment Services LLC San Clemente, CA May 2011 - Jul 2012 1
Union Bank, Na San Clemente, CA Mar 2011 - Jul 2012 1
Wells Fargo Bank, Na San Clemente, CA Aug 2007 - Mar 2011 3
Wells Fargo Investments, LLC San Clemente, CA Jul 2008 - Aug 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Jose J. Fernandez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 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.