Felipe Fernandez

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 03/2015 → 06/2025
  J.P. Morgan Securities Llc
  Miami, FL
• 03/2015 → 06/2025
  J.P. Morgan Chase National Corp Services, Inc.
  Miami, FL
• 06/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 06/2025 → 09/2025
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

Los Sundays / Not Investment Related / Tacoma, WA / Food & Beverage / Passive Investor / Start 21-May-2021 / 0-10 hours devoted monthly / 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-26
• S63 Uniform Securities Agent State Law Examination
  2015-04-17

Other Names

• Felipe Fernandez
• Felipe Fernandez Jimenez