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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

JOMAR MONSERATE FERNANDEZ

Advisor at GLADSTONE WEALTH PARTNERS

PALM BEACH GARDENS, FL | Red Bank, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a70060fd-a9ae-a3e2-bb9a-96c7dd57d06d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 18, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GLADSTONE WEALTH PARTNERS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 11, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 11, 2001
First registration: Nov 18, 2003
Dual registered: yes, broker-dealer
Other names: JOMAR M FERNANDEZ
IAPD individual key: 4283298

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLADSTONE WEALTH PARTNERS	Bd affiliated wealth	Dec 21, 2016	n/a	yes	PALM BEACH GARDENS, FL\|Red Bank, NJ	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 5, 2011	Dec 8, 2016	no	PLAINFIELD, NJ\|EDISON, NJ\|PLAINFIELD, NJ\|EDISON, NJ\|EDISON, NJ\|KENILWORTH, NJ\|PLAINFIELD, NJ\|GREEN BROOK, NJ\|EDISON, NJ\|EDISON, NJ\|EDISON, NJ\|AVENEL, NJ\|FORDS, NJ\|WOODBRIDGE, NJ\|PISCATAWAY, NJ\|CRANFORD, NJ\|KENILWORTH, NJ\|EAST BRUNSWICK, NJ\|PERTH AMBOY, NJ\|EDISON, NJ\|EDISON, NJ	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 24, 2009	Mar 29, 2011	no	JAMESBURG, NJ\|HOWELL, NJ\|MONROE, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 18, 2003	Jun 15, 2009	no	PENNINGTON, NJ\|PENNINGTON, NJ\|PENNINGTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PNC WEALTH MANAGEMENT	GLADSTONE WEALTH PARTNERS	Dec 8, 2016	Dec 21, 2016	13	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	PNC WEALTH MANAGEMENT	Mar 29, 2011	Apr 5, 2011	7	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHASE INVESTMENT SERVICES CORP.	Jun 15, 2009	Jun 24, 2009	9	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129052:250787:NJ:2016-12-08	Dec 8, 2016	Dec 21, 2016	EDISON, NJ	Firm change

Relationships

Registered with (4)

→ GLADSTONE WEALTH PARTNERSRegistered adviserregistration: current employment
Dec 21, 2016 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 5, 2011 to Dec 8, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 24, 2009 to Mar 29, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 18, 2003 to Jun 15, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a70060fd-a9ae-a3e2-bb9a-96c7dd57d06d
First observed: Nov 18, 2003
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOMAR MONSERATE FERNANDEZ

Advisor at GLADSTONE WEALTH PARTNERS

PALM BEACH GARDENS, FL | Red Bank, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a70060fd-a9ae-a3e2-bb9a-96c7dd57d06d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

GLADSTONE WEALTH PARTNERS

Bd affiliated wealth

Dec 21, 2016

n/a

yes

PALM BEACH GARDENS, FL|Red Bank, NJ

Current employment

PNC WEALTH MANAGEMENT

Bd affiliated wealth

Apr 5, 2011

Dec 8, 2016

Previous registration

CHASE INVESTMENT SERVICES CORP.

Former SEC adviser

Jun 24, 2009

Mar 29, 2011

JAMESBURG, NJ|HOWELL, NJ|MONROE, NJ

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 18, 2003

Jun 15, 2009

PENNINGTON, NJ|PENNINGTON, NJ|PENNINGTON, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PNC WEALTH MANAGEMENT

GLADSTONE WEALTH PARTNERS

Dec 8, 2016

Dec 21, 2016

Firm change

Other

CHASE INVESTMENT SERVICES CORP.

PNC WEALTH MANAGEMENT

Mar 29, 2011

Apr 5, 2011

Firm change

Other

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHASE INVESTMENT SERVICES CORP.

Jun 15, 2009

Jun 24, 2009

Firm change

Other

Team

Left

Joined

From

Kind

129052:250787:NJ:2016-12-08

Dec 8, 2016

Dec 21, 2016

EDISON, NJ

Firm change