Jonathan Yakin Fernandez

CRD 6695285 · Fidelity Brokerage Services LLC · Mission Viejo, CA

IA RegisteredBroker

Also appears in the source record as: Jonathan Y Fernandez; Jonathan Fernandez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 65SIESeries 7
Registered states (11): Arizona · California · Florida · Louisiana · Michigan · New Hampshire · New York · South Carolina · Texas · Utah · Washington
Years in the industry (source record): 10
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: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Mission Viejo, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Lake Forest, CA · BD capacity

Feb 12, 2024 → present
Fidelity Brokerage Services LLCCurrent
Mission Viejo, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 14, 2024 → Mar 31, 2025
Morgan Stanley
IA capacity

Mar 16, 2023 → Sep 12, 2023
Morgan Stanley
BD capacity

Dec 19, 2022 → Sep 12, 2023
E*trade Securities LLC
BD capacity

Feb 19, 2021 → Sep 5, 2023
E*trade Capital Management, LLC
IA capacity

Feb 19, 2021 → Sep 5, 2023
Fidelity Personal And Workplace Advisors
IA capacity

Jun 6, 2019 → Jan 29, 2021
Fidelity Brokerage Services LLC
BD capacity

Jun 4, 2019 → Jan 20, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 8, 2018 → Jan 17, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Oct 8, 2018 → Jan 17, 2019
Edward Jones
BD capacity

Dec 21, 2017 → Jul 3, 2018
Edward Jones
IA capacity

Nov 21, 2017 → Jul 3, 2018
Fisher Investments
IA capacity

Oct 7, 2016 → Oct 23, 2017

Source & corrections

Where this page comes from

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