Joel J Fernando
Investment adviser representative at Trademark Capital Management Inc.
10 yearsExperience
1 stateRegistered in
$150.8MFirm assets
11 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Trademark Capital Management, Inc.Feb 2026 to now
- Preservation Services LLCJan 2023 to now
- Baobab Financial Advisory LLCNov 2022 to Mar 2024
- Sound Income Strategies LLCApr 2022 to Dec 2022
- Stearns Retirement GroupJul 2021 to Dec 2022
- Liberty UniversityJun 2017 to Jun 2021
- Bentley CommonsSep 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Trademark Capital Management Inc.
$150.8MAssets managed
339Clients
6Advisers
11 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
- 7530673
- Firm CRD
- 214512