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Jonathon Justin Fernandez-Rubio

Core Wealth Management, Inc.

Jupiter, FL

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Current Employers
Core Wealth Management, Inc.

4600 Military Trail Suite 215, Jupiter, FL 33458 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-04
  • FL RA
    APPROVED
    Since 2022-12-04

Branch Locations

4600 Military Trail Suite 215, Jupiter, FL 33458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Wealth Management, Inc. Jupiter FL 09/2022 01/2024
Steven Trend Palm Beach Gardens FL 08/2021 09/2022
Board Of County Commissioners Fort Lauderdale FL 01/2016 03/2022
Coastal Wealth, A Mass Mutual Firm Fort Lauderdale FL 12/2019 12/2020
Alliance Financial Group Palm Beach Gardens FL 03/2019 12/2019
Publix Supermarkets Weston FL 07/2015 07/2019
Core Wealth Management, Inc. Jupiter FL 01/2024 Present
  • 09/2022 → 01/2024
    Core Wealth Management, Inc.
    Jupiter, FL
  • 08/2021 → 09/2022
    Steven Trend
    Palm Beach Gardens, FL
  • 01/2016 → 03/2022
    Board Of County Commissioners
    Fort Lauderdale, FL
  • 12/2019 → 12/2020
    Coastal Wealth, A Mass Mutual Firm
    Fort Lauderdale, FL
  • 03/2019 → 12/2019
    Alliance Financial Group
    Palm Beach Gardens, FL
  • 07/2015 → 07/2019
    Publix Supermarkets
    Weston, FL
  • 01/2024 → Present
    Core Wealth Management, Inc.
    Jupiter, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18
Designations
Other Names
  • Jonathon Fernandez-Rubio

View on SEC IAPD

Other Firms

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&PARTNERS
STRAIGHTPATH MANAGEMENT INC
NIGHTHAWK MANAGEMENT GROUP
LPL FINANCIAL LLC
NOVEM GROUP
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

DANIEL DOYCE PAYNE
DENNIS PATRICK HARKIN
JOSHUA BRETT RUDOLPH
ERIN KATHERINE GIBBS-MATHEY
JASON WAYNE JOANIS
KIMBERLY LYNNE PIERCE
JACOB ANTHONY METRO
CHARLES JOHN DANIELS

Other Offices

SLATESTONE WEALTH LLC · JUPITER, FL
&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL

More in Jupiter, FL

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