Jose L. Fernandez
Professional summary
Jose Luis Fernandez, who also goes by Joe Fernandez, Jose L Fernandez, is a registered financial advisor currently at FENDZ ASSET MANAGEMENT, INC. located in Coral Gables, Florida.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jose has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose Luis Fernandez's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 21, 2007 - Present
FENDZ ASSET MANAGEMENT, INC.
Office #1: 232 Andalusia Ave #202, Coral Gables, FL 33134November 1, 2004 - June 23, 2006
MORGAN KEEGAN & COMPANY, LLC
October 29, 2004 - June 23, 2006
MORGAN KEEGAN & COMPANY, LLC
May 22, 2003 - November 8, 2004
WAMU INVESTMENTS, INC.
April 30, 2003 - November 8, 2004
WAMU INVESTMENTS, INC.
March 12, 1998 - April 15, 2003
A. G. EDWARDS & SONS, INC.
March 9, 1998 - April 15, 2003
A. G. EDWARDS & SONS, INC.
August 7, 1997 - February 12, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/21/2007)
(4/24/2025)
Exams
Current Firm
FENDZ ASSET MANAGEMENT, INC.
CRD#: 144629 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 13,700,000 |
Red Flags
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Company Information
FENDZ ASSET MANAGEMENT, INC.
CRD#: 144629Coral Gables, FL 33134TRUST BUT VERIFY
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