Manuel Fernandez
Also appears in the source record as: Manny Fernandez
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- SIESeries 7Series 10Series 9Series 66Series 63
- Registered states (12)
- California · Florida · Georgia · Illinois · Kentucky · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
- Years in the industry (source record)
- 31
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2523195 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (12)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Chase Investment Services Corp.Miami, FL · IA capacityJun 19, 2012 → Oct 1, 2012
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Chase Investment Services Corp.Miami, FL · BC capacityJun 12, 2012 → Oct 1, 2012
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Wells Fargo Advisors, LLCMiami, FL · IA capacityAug 30, 2007 → May 22, 2012
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Wells Fargo Advisors, LLCMiami, FL · BC capacityAug 24, 2007 → May 22, 2012
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Banc Of America Investment Services, Inc.Hialeah, FL · IA capacityJan 7, 2004 → Aug 23, 2007
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Banc Of America Investment Services, Inc.Hialeah, FL · BC capacityApr 16, 2002 → Aug 23, 2007
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Ryan, Beck & Co., LLC.Florham Park, NJ · BC capacityJan 26, 1999 → Apr 23, 2002
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Fiserv Investor Services, Inc.Houston, TX · BC capacityMay 20, 1996 → Jan 27, 1999
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Wall Street Investor ServicesNew York, NY · BC capacityAug 19, 1994 → May 30, 1996
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Liberty Securities CorporationPurchase, NY · BC capacityAug 30, 1995 → Nov 9, 1995
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.