Marco Fernandes
CRD Number: 5457302Current Firm: J.p. Morgan Securities LLC
Compensation Model: Fee Only
Marco Fernandes (CRD# 5457302) is an Investment Advisor Representative working at Bergen Private Wealth Management in Englewood, NJ and has over 8 years of experience in the finance industry.
“I founded BPWM to better serve my clients. To help my clients reach their goals is the foundation on which I run my practice. For my clients to truly have a financial advisor as a partner in their lives, acting as a true fiduciary to their needs, I felt the only possible solution was to be independent of shareholders and become the key decision-maker in starting BPWM.” As a financial planning firm I aim to help my clients reach their goals of retiring on time.
I am located in Bergen County, NJ but travel heavily within the tristate area. I hold a masters degree in business, a JD, and I also speak & write Portuguese fluently.
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Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank, N.a. | Berkeley Heights, NJ | May 2018 - Current | 5 |
Jp Morgan Securities, LLC | Berkeley Heights, NJ | May 2018 - Current | 5 |
Unemployed | Englewood, NJ | Dec 2017 - Apr 2018 | < 1 |
Bergen Private Wealth Management LLC | Englewood, NJ | Jun 2016 - Nov 2017 | 1 |
Bergen Private Wealth Management | Englewood, NJ | Jun 2016 - Jun 2017 | 1 |
Ubs Financial Services Inc. | Washington, DC | Nov 2013 - May 2016 | 2 |
Ubs Financial Services Inc. | Washington, DC | May 2011 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management212,929MILLIONS
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Total Number of Accounts982,795ACCOUNTS
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Average Account Value$216,656
- A percentage of assets under your management
- Other
- 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)
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