Jose Paulino Fernandes
Investment adviser representative at HSBC Securities (USA) Inc.
16 yearsExperience
7 statesRegistered in
$3.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- HSBC Securities (USA) Inc.Mar 2025 to now
- HSBC Bank USA, N.A.Feb 2025 to now
- Pro-internships, LLC.Jan 2016 to Apr 2018
- J.P. Morgan Securities LLCOct 2012 to Mar 2025
- JPMorgan Chase Bank NAFeb 2010 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 7 states (FL, GA, MN, MT, NC, NY, TX).
HSBC Securities (USA) Inc.
$3.8BAssets managed
12,108Clients
373Advisers
21 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
- 5550232
- Firm CRD
- 19585