Kimberly Jackson Fernandez

CRD 2851875 · Wells Fargo Advisors · Clearwater, FL

IA RegisteredBroker

Also appears in the source record as: Kimberly Kay Beausoleil; Kimberly Kay Dolphin; Kimberly Kay Fernandez; Kimberly Kay Jackson; Kimberly Kay Jackson-Fernandez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (42): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (11)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Clearwater, FL · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Clearwater, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Clearwater, FL · IA capacity

start not retrieved → present
G.F. Investment Services, LLC
Wesley Chapel, FL · BC capacity

Mar 16, 2015 → Jul 21, 2015
Ameriprise Financial Services, Inc.
Tampa, FL · BC capacity

Jan 1, 2013 → Feb 4, 2014
Sii Investments, Inc.
Appleton, WI · BC capacity

Nov 16, 2011 → Jul 27, 2012
Invest Financial Corporation
Tampa, FL · BC capacity

Oct 11, 2011 → Jul 17, 2012
Rbc Capital Markets, LLC
Tampa, FL · BC capacity

Oct 9, 2009 → Aug 1, 2011
J. B. Hanauer & Co.
Tampa, FL · BC capacity

Jul 10, 2007 → Oct 9, 2009
H&r Block Financial Advisors, Inc.
Tampa, FL · BC capacity

Aug 12, 2004 → Jun 15, 2006
Raymond James & Associates, Inc.
St. Petersburg, FL · BC capacity

Apr 9, 2001 → Nov 26, 2002

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2851875 ↗ FINRA BrokerCheck record for CRD 2851875 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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