Jason Fernandez Email & Phone Number | I'm a native of Southlake, Texas, and my office is located in Grapevine. I obtained my Bachelors of Science in Accounting from Northwestern State University (LA) in 1996. While attending, I maintained my Full Athletic Scholarship in Football and was nominated for Academic all-American in 1994. For the past 2 plus decades, I have served both Families and Small Business Owners by helping them obtain their Financial Objectives through a broad range of Wealth Management Services. My services primarily consist of Personal Investment Planning, Retirement Plans for Small Business Owners (SEP, SIMPLE, 401K, Profit Sharing, or Cash Balance Defined Benefit Plans), IRAs, IRA distribution options, and Education Planning. I am a Certified Portfolio Manager and am able to offer a diversified investment advisory program made up of stocks, mutual funds, ETFs and private placements. I'm good with numbers, have a disciplined approach to investing and I love serving those that God has placed in my path. Feel free to call or e-mail with any Personal or Small Business Financial Questions. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Dallas Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services

Jason Fernandez

I'm a native of Southlake, Texas, and my office is located in Grapevine. I obtained my Bachelors of...
3210 Red Bird Lane, Grapevine, United States

*50 free lookup(s) per month.

No credit card required.

Jason Fernandez’s Email jason.fernandez@netscape.net

Jason Fernandez’s Phone Numbers

Get JASON’s Phone Number (For Free)

Social Media

Jason Fernandez’s Location 3210 Red Bird Lane, Grapevine, United States

Jason Fernandez’s Current Industry Dallas Wealth Advisors

Jason Fernandez’s Prior Industry Wealth Partners Alliance | Wells Fargo Advisors | Morgan Stanley Wealth Management

Not the Jason Fernandez you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Dallas Wealth Advisors

Founding Partner

2023-03-01 00:00:00 - Present

Wealth Partners Alliance

Partner, Wealth Advisor

2021-04-01 00:00:00 - 2023-03-01 00:00:00

Wells Fargo Advisors

Vice President - Investment Officer

2009-02-01 00:00:00 - 2021-04-01 00:00:00

Morgan Stanley Wealth Management

Financial Planning Specialist

1997-11-01 00:00:00 - 2009-02-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Jason Fernandez

Jason Fernandez is located at
3210 Red Bird Lane, Grapevine, United States

Jason Fernandez is a I'm a native of Southlake, Texas, and my office is located in Grapevine. I obtained my Bachelors of Science in Accounting from Northwestern State University (LA) in 1996. While attending, I maintained my Full Athletic Scholarship in Football and was nominated for Academic all-American in 1994. For the past 2 plus decades, I have served both Families and Small Business Owners by helping them obtain their Financial Objectives through a broad range of Wealth Management Services. My services primarily consist of Personal Investment Planning, Retirement Plans for Small Business Owners (SEP, SIMPLE, 401K, Profit Sharing, or Cash Balance Defined Benefit Plans), IRAs, IRA distribution options, and Education Planning. I am a Certified Portfolio Manager and am able to offer a diversified investment advisory program made up of stocks, mutual funds, ETFs and private placements. I'm good with numbers, have a disciplined approach to investing and I love serving those that God has placed in my path. Feel free to call or e-mail with any Personal or Small Business Financial Questions. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Dallas Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services

Jason Fernandez currently works in the Dallas Wealth Advisors |

No Languages Available

Jason Fernandez has prior
experience in the following industries:
Wealth Partners Alliance | Wells Fargo Advisors | Morgan Stanley Wealth Management

Jason Fernandez has the following professional experience:
Dallas Wealth Advisors | Wealth Partners Alliance | Wells Fargo Advisors | Morgan Stanley Wealth Management