Joseph Amado Fernandez
Investment adviser representative at Invenio Wealth Partners, LLC
29 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$364MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Invenio Wealth Partners, LLCNov 2022 to now
- Fieldpoint Private Securities, LLCSep 2020 to Nov 2022
- BNY Mellon, N.A.May 1997 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, OH, TX).
Invenio Wealth Partners, LLC
$364MAssets managed
332Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2448894
- Firm CRD
- 323039