Kimberly Jackson Fernandez

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Accurate Advisory Group
  Tampa, FL
• 07/2015 → 11/2016
  Wells Fargo Advisors Llc
  Clearwater, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Clearwater, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-04-15
• S63 Uniform Securities Agent State Law Examination
  2008-04-16

Other Names

• Kimberly Kay Jackson
• Kimberly Kay Dolphin
• Kimberly Kay Dolphin
• Kimberly Kay Beausoleil
• Kimberly Kay Beausoleil
• Kimberly Kay Fernandez
• Kimberly Kay Jackson
• Kimberly Kay Fernandez
• Kimberly Kay Jackson-Fernandez