Marco Fernandes, financial advisor Berkeley Heights NJ

Marco Fernandes

CRD Number: 5457302
Current 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
Disclosure Information

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
Contact Info for Marco C. Fernandes
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

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Data verified by both the advisor and the public regulatory data.

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