Daisy R Fernandez

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2011 → 07/2017
  Jpmorgan Chase Bank
  Chicago, IL
• 05/2016 → 09/2016
  Bmo Harris Bank
  Wheeling, IL
• 10/2016 → 07/2017
  Jp Morgan Chase Bank
  Oak Park, IL
• 10/2016 → 07/2017
  Jp Morgan Securities Llc
  Oak Park, IL
• 05/2016 → 09/2016
  Bmo Harris Financial Advisors
  Wheeling, IL
• 07/2017 → 02/2020
  Bmo Harris Bank
  Berwyn, IL
• 02/2020 → Present
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-08-25
• S63 Uniform Securities Agent State Law Examination
  2012-08-27

Designations

• Chartered Financial Consultant

Other Names

• Daisy R Fernandez
• Daisy Rina Vasquez
• Daisy R Vasquez
• Daisy Rina Fernandez