Jonathon
Fernandez-Rubio

Core Wealth Management, Inc

CRD#7438241
Investment Advisor
in Jupiter, FL

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About this Advisor

Jonathon Fernandez-Rubio is a financial advisor operating out of Jupiter, Florida who has 1 year of industry experience. Fernandez-Rubio is on the advisory team at Core Wealth Management, Inc. During their career, Fernandez-Rubio has held roles at Core Wealth Management, Inc, Steven Trend, Board Of County Commissioners, Coastal Wealth, A Mass Mutual Firm, Alliance Financial Group and Publix Supermarkets. Fernandez-Rubio maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Florida. Core Wealth Management, Inc is a financial advisory firm based in Jupiter, FL. It administers $247 million in total assets across its 720 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 720 accounts, 21% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Core Wealth Management, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4600 Military Trail Suite 215
Jupiter, FL 33458

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Core Wealth Management, Inc Brokerage Details

Total Assets Under Management

$247,105,004

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

720

FL Average: 2,474
Average Account Size

$343,201

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jonathon Fernandez-Rubio Work History

Jonathon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Core Wealth Management, Inc

2021 - 2022 (1 year)

Steven Trend

2019 - 2020 (1 year)

Coastal Wealth, A Mass Mutual Firm

2019 - 2019 (< 1 year)

Alliance Financial Group

2016 - 2022 (6 years)

Board Of County Commissioners

2015 - 2019 (4 years)

Publix Supermarkets

2012 - 2015 (3 years)

Board Of County Commissioners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathon Fernandez-Rubio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Core Wealth Management, Inc

Jacquelyn Goldstick
Jupiter, FL
Ralph Rigler
Jupiter, FL
Todd Schanel
Jupiter, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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