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Alexandra Cecilia Jerez-fernandez

Campbell Lutyens & Co. Inc.

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About Alexandra Cecilia Jerez-fernandez

Alexandra Jerez-fernandez is a financial professional with over 8 years of experience in the financial industry. Alexandra currently works at Campbell Lutyens & Co. Inc. and is registered with the Financial Industry Regulatory Authority (FINRA) and 51 state securities regulators. Prior to joining Campbell Lutyens, Alexandra worked at Jefferies LLC, MVISION PRIVATE EQUITY ADVISERS USA LLC, and Citigroup Global Markets Inc. Alexandra holds the Series 7, Series 63, Series 79, and SIE licenses.

Firm Information

Alexandra Jerez-fernandez is currently registered with Campbell Lutyens & Co. Inc.. Campbell Lutyens & Co. Inc. is a corporation formed in March 2004. The firm is registered in all 50 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alexandra Jerez-fernandez’s Registration & Firm History

NY

04/02/2019 - Present

Campbell Lutyens & Co. Inc. (NEW YORK NY)

NY

01/19/2018 - 03/26/2019

JEFFERIES LLC (NEW YORK NY)

NY

05/20/2015 - 01/27/2017

MVISION PRIVATE EQUITY ADVISERS USA LLC (NEW YORK NY)

NY

10/09/2012 - 12/24/2014

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/08/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandra Cecilia Jerez-fernandez.
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