Jonathon
Fernandez-Rubio
Core Wealth Management, Inc
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About this Advisor
Jonathon Fernandez-Rubio is a financial advisor based in Jupiter, Florida, working with Core Wealth Management, Inc. Jonathon has previously held positions at Core Wealth Management, Inc, Steven Trend, Board Of County Commissioners, Coastal Wealth, A Mass Mutual Firm, Alliance Financial Group, and Publix Supermarkets. Jonathon has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Jonathon is part of Core Wealth Management, Inc, which operates out of Jupiter, Florida. The firm has 4 employees and manages assets totaling $288.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Core Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Wealth Management, Inc Brokerage Details
$287,955,997
4
772
$373,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathon Fernandez-Rubio Work History
Core Wealth Management, Inc
Steven Trend
Coastal Wealth, A Mass Mutual Firm
Alliance Financial Group
Board Of County Commissioners
Publix Supermarkets
Board Of County Commissioners
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
Jupiter, FL
Jupiter, FL
Jupiter, FL
Jupiter, FL
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