Jomar Monserate Fernandez

Current Employers

Employment History

• 03/2011 → 11/2016
  Pnc Investments
  Bridgewater, NJ
• 12/2016 → Present
  Lpl Financial, Llc
  Red Bank, NJ
• 12/2016 → Present
  Gladstone Wealth Partners
  Red Bank, NJ

Previous Registrations

• 2011-04-05 → 2016-12-08
  Pnc Wealth Management Llc
  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
• 2009-06-24 → 2011-03-29
  Chase Investment Services Corp.
  Jamesburg, NJ
  Howell, NJ
  Monroe, NJ
• 2003-11-18 → 2009-06-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Other Businesses

1. 12/02/2016 - CRUMP/ NON-VARIABLE INSURANCE/ 5%/ SACRAMENTO, CA 2. 12/02/2016 - GLADSTONE WEALTH GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 5%/ At Reported Business Location(s) 3. 05/11/2023 - GLADSTONE INSTITUTIONAL ADVISORY, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date 12/01/2017 - 80 Hours Per Month/5 Hours During Securities Trading - provide investment advisory services through GLADSTONE INSTITUTIONAL ADVISORY, LLC, an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 04/23/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2023 - 80 Hours Per Month/ 7 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-11-17
• S63 Uniform Securities Agent State Law Examination
  2001-10-11

Other Names

• Jomar M Fernandez