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JA

Joseph Alamo

FERNANDEZ WEALTH MANAGEMENT
Miami, FL
Some features on this profile are disabled
CRD#: 7307129
JA

Professional summary

Joseph Alamo, who also goes by Joey Anthony Alamo, is a registered financial advisor currently at FERNANDEZ WEALTH MANAGEMENT located in Miami, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joey Anthony Alamo

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Alamo'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®
None

Experience

Current

January 6, 2026 - Present

FERNANDEZ WEALTH MANAGEMENT

RIA
CRD#: 337600
Miami, FL
Past

October 30, 2020 - September 19, 2025

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
Miami, FL

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.

Highlighted states indicate IAR registrations

IAR
Florida
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/2020
Uniform Investment Adviser Law Examination

Current Firm

FW
FERNANDEZ WEALTH MANAGEMENT
FERNANDEZ WEALTH MANAGEMENT | FERNANDEZ WEALTH MANAGEMENT, LLC | FERNANDEZ WEALTH MANAGEMENT LLC

CRD#: 337600 / SEC#:

Florida
Registered Investment Advisory firm - (9/19/2025 Approved)
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Contact information

Main Address
Deland, FL
Mailing Address
Phone number
(305) 342-7431
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

FERNANDEZ WEALTH MANAGEMENT

CRD#: 337600Miami, FL

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