Jonathon J. Fernandez-rubio

CORE WEALTH MANAGEMENT

Jupiter, FL 33458

Some features on this profile are disabled

CRD#: 7438241

Professional summary

Jonathon Justin Fernandez-rubio, who also goes by Jonathon Fernandez-rubio, is a registered financial advisor currently at CORE WEALTH MANAGEMENT, INC. located in Jupiter, Florida.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathon has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon Fernandez-Rubio

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 Jonathon Justin Fernandez-rubio's CRS (Customer Relationship Summary).

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

December 4, 2022 - Present

CORE WEALTH MANAGEMENT, INC.

Office #1: 4600 Military Trail Suite 215, Jupiter, FL 33458

RIA

CRD#: 162870

Jupiter, FL

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".

CORE WEALTH MANAGEMENT, INC.

CRD#: 162870 / SEC#: 801-113827

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

Florida

Registered Investment Advisory firm - (9/26/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/18/2022

Uniform Investment Adviser Law Examination

Current Firm

CORE WEALTH MANAGEMENT, INC.

CRD#: 162870 / SEC#: 801-113827

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

Florida

Registered Investment Advisory firm - (9/26/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4600 Military Trail Suite 215, Jupiter, FL 33458

Mailing Address

Phone number

(561) 491-0231

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (7/24/2025)

Regulatory assets under management

Total Number of Accounts	939
AUM (Assets Under Management)	$ 345,478,379

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.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathon J. Fernandez-rubio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Justin Fernandez-rubio's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORE WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

CORE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2022

Current Firm

CORE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors