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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Fernandez is a financial advisor with Fidelity Personal and Workplace Advisors. Jonathan has been in the financial services industry since December 2017. Previously Jonathan was employed by Morgan Stanley, E*TRADE Securities LLC, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Jonathan has Series 7, Series 65, Series 66 and SIE licenses and holds registrations in California and Arizona. Jonathan specializes in financial planning and portfolio management for individuals and businesses.
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.
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2
CA
02/14/2024 - Present
Fidelity Personal AND Workplace Advisors (MISSION VIEJO CA)
UT
12/19/2022 - 09/12/2023
MORGAN STANLEY (Sandy UT)
UT
02/19/2021 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
CA
06/04/2019 - 01/20/2021
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
10/08/2018 - 01/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
12/21/2017 - 07/03/2018
EDWARD JONES (FREMONT CA)
BOTH
Issued 1/13/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/7/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/3/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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