Jason Rudolf Fernandez

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Southlake, TX
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Southlake, TX
• 04/2021 → Present
  Raymond James Financial Services, Inc.
  Grapevine, TX
• 04/2021 → Present
  Raymond James Financial Services Advisors
  Grapevine, TX
• 04/2021 → 03/2023
  Wealth Partners Alliance
  Dallas, TX

Previous Registrations

• 2009-02-27 → 2021-04-21
  Wells Fargo Clearing Services, Llc
  Southlake, TX
• 1997-10-17 → 2009-03-20
  Citigroup Global Markets Inc.
  Southlake, TX
  Southlake, TX

Other Businesses

(1)Name of Business: Fernandez Financial Planning Address: 1785 State Highway 26, Suite 200, Grapevine, TX, 76051-5488, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/06/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA on website for Advisory Business (2)Name of Business: JRF Holdings, LLC Address: 3210 Red Bird Ln, Grapevine, TX, 76051, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and lease residential rental property (3)Name of Business: North Texas Wealth Partners Address: 1785 State Highway 26 Ste 200, Grapevine, TX, 76051-2217, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: NTX Wealth Partners Address: 1785 State Highway 26 Ste 200, Grapevine, TX, 76051-2217, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-23
• S63 Uniform Securities Agent State Law Examination
  1997-10-16