Jesus Fernandez
CRD Number: 7679209Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jesus Fernandez (CRD# 7679209) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has 1 year of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Paso Robles, CA | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paso Robles, CA | Dec 2022 - Current | 1 |
| Automobile Club Of Southern California - Aaa | San Luis Obispo, CA | Mar 2022 - Dec 2022 | < 1 |
| Aflac Field Force | Paso Robles, CA | Jul 2021 - Sep 2022 | 1 |
| Calcareous Vineyard LLC | Paso Robles, CA | Mar 2022 - Apr 2022 | < 1 |
| Sunrun Inc. | San Luis Obispo, CA | Jan 2022 - Apr 2022 | < 1 |
| Bankers Life | San Luis Obispo, CA | Mar 2021 - Apr 2022 | 1 |
| Self Employed | Paso Robles, CA | Jun 2021 - Mar 2022 | < 1 |
| Black Jack Power Swivels / Mitchella Vineyard & Winery | Paso Robles, CA | Mar 2019 - May 2021 | 2 |
| Foley Family Wines | Paso Robles, CA | Sep 2017 - Mar 2019 | 1 |
| Soledad Unified School District | Paso Robles, CA | Jul 2015 - Jun 2018 | 2 |
| University Of Phoenix | San Jose, CA | Jan 1998 - May 2017 | 19 |
| Homemaking - Not Working | Soledad, CA | May 2015 - Jul 2015 | < 1 |
| Anne Olson State Farm Agent | King City, CA | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
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