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Jose Luis Fernandez

Fendz Asset Management, Inc.

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About Jose Luis Fernandez

Jose Luis Fernandez is a registered investment advisor representative with Fendz Asset Management, Inc.. Jose Luis Fernandez is licensed in Florida and has a total of 24 years of experience in the financial services industry. Jose Luis Fernandez specializes in providing financial planning services to individuals and businesses. Jose Luis Fernandez has a combined total of 12,800,000 dollars in assets under management for 95 accounts.

Firm Information

Jose Fernandez is currently registered with Fendz Asset Management, Inc.. Fendz Asset Management, Inc. is a Registered Investment Advisor based in Florida, offering financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans. They manage over $12.8 million in assets for 95 clients, including 14 high-net-worth individuals. The firm also provides selection of other advisers services.

$12.80M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Jose Fernandez’s Registration & Firm History

FL

01/28/2025 - Present

Fendz Asset Management, Inc. (COCUNUT GROVE FL)

FL

10/29/2004 - 06/23/2006

MORGAN KEEGAN & COMPANY, INC. (HIALEA FL)

CA

04/30/2003 - 11/08/2004

WM FINANCIAL SERVICES, INC. (IRVINE CA)

MO

03/09/1998 - 04/15/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

08/07/1997 - 02/12/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jose Luis Fernandez. Review regulatory record here.
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