Unclaimed
Jessica Fernandez is a financial advisor with Fidelity Personal And Workplace Advisors. Jessica has been in the financial industry since May 15, 2017. She is registered with the Securities and Exchange Commission (SEC) and is a licensed Registered Representative (RR) in Florida and Texas. She is also a licensed Investment Adviser Representative (IAR) in Florida and Texas. Jessica's previous experience includes working at J.P. Morgan Securities LLC and TD Ameritrade, Inc. Her services include providing financial planning, portfolio management, and educational seminars. Jessica is committed to helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/09/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
05/08/2020 - 04/15/2021
J.P. MORGAN SECURITIES LLC (MIAMI FL)
IL
10/24/2018 - 03/31/2020
TD AMERITRADE, INC. (CHICAGO IL)
IL
01/31/2017 - 09/20/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 06/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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