JF
Javier Fernandez
VAN CLEMENS WEALTH MANAGEMENT
San Antonio, TX
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CRD#: 5476481
JF
Professional summary
Javier Fernandez, who also goes by Javier John Fernandez, Javier Fernandez, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in San Antonio, Texas and VAN CLEMENS & CO. INCORPORATED located in Minneapolis, Minnesota.
Javier is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Javier has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Javier John Fernandez | Javier Fernandez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PLATINUM WEALTH SOLUTIONS - FIXED INSURANCE POSITION: AGENT NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 16500 San Pedro Ste 150, San Antonio TX 78232, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 2) PLATINUM WEALTH SOLUTIONS POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2017 ADDRESS: 16500 San Pedro Ste 150, San Antonio TX 78232, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products
CRS (Client Relationship Summary) - RIA
Click below to view Javier Fernandez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 24, 2025 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
RIA
CRD#: 297362
San Antonio, TX
Current
June 24, 2025 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 900 Second Ave S Suite 1500, Minneapolis, MN 55402BD
CRD#: 6914
Minneapolis, MN
Past
November 2, 2018 - April 1, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SAN ANTONIO, TX
Past
November 2, 2018 - April 1, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
SAN ANTONIO, TX
Past
September 1, 2017 - November 2, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
SAN ANTONIO, TX
Past
September 1, 2017 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
SAN ANTONIO, TX
Past
January 6, 2016 - September 8, 2017
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
San Antonio, TX
Past
September 26, 2014 - September 8, 2017
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
San Antonio, TX
Past
October 14, 2010 - September 20, 2012
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SAN ANTONIO, TX
Past
February 15, 2008 - December 31, 2009
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
AUSTIN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(6/24/2025)
IAR
Texas(6/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 2nd Avenue South Suite 1500, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 758-9140
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 327,243,548 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
