DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jomar Monserate Fernandez
Feed of 09/15/2026
Also filed as Jomar M Fernandez
At current firm
9 y
since Dec 21, 2016
In the industry
24 y
since Oct 11, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Gladstone Wealth Partners BD affiliated currentsince Dec 21, 2016 · Palm Beach Gardens, Fl
- Pnc Wealth Management BD affiliatedApr 5, 2011 to Dec 8, 2016 · Plainfield, Nj
- Chase Investment Services Corp. formerJun 24, 2009 to Mar 29, 2011 · Jamesburg, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 18, 2003 to Jun 15, 2009 · Pennington, Nj
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Gladstone Wealth Partnersleft Dec 8, 2016, registered Dec 21, 2016 (13 days) · Other · moved with a team
- Chase Investment Services Corp. to Pnc Wealth Managementleft Mar 29, 2011, registered Apr 5, 2011 (7 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chase Investment Services Corp.left Jun 15, 2009, registered Jun 24, 2009 (9 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address