Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Fernandez is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jason has been in the financial services industry since 1997. Jason is licensed to provide investment advice in Arizona, Arkansas, California, Colorado, Illinois, Louisiana, Pennsylvania, Tennessee, Texas, and Washington. Jason is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
04/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Grapevine TX)
TX
02/27/2009 - 04/21/2021
WELLS FARGO CLEARING SERVICES, LLC (SOUTHLAKE TX)
TX
10/07/1997 - 03/20/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
MN
08/13/1997 - 09/16/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/1997 - 09/16/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 3 - National Commodity Futures Examination
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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