Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Briones is a financial advisor with J.P. Morgan Securities LLC. Fernando has been in the industry since 2007 and has extensive experience in financial services. Fernando has a Series 6, 7 and 63 license as well as the SIE exam. Fernando has worked with Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. before joining J.P. Morgan Securities LLC. Fernando holds a state registration in New York and Texas. Fernando has extensive experience in financial planning, pension consulting and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/14/2021 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
04/17/2014 - 05/14/2021
WELLS FARGO CLEARING SERVICES, LLC (SUGAR LAND TX)
TX
10/01/2012 - 03/26/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
06/18/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 08/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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