Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
24 years
Location
Kingsville, TX 78363
Edward Jones
Institution
Fidel Fernandez is a financial advisor at Edward Jones in Kingsville, TX, with 23 years of industry experience and holding Series 63 and Series 66 licenses. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a network of approximately 23,701 financial advisors nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Kingsville, TX E King Ave
701 E King Ave Suite B
Kingsville TX 78363
Advisors at this office
1
Texas
24 years of industry experience
Edward Jones
2002 - Present • 24 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Kingsville, TX
Edward Jones
Maurice Malcik is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Kingsville, TX
Edward Jones
Charles Malcik is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience including positions at Austin's Park and Chili's, as well as service in the US Army Reserves since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated financial products through a nationwide network of advisors and branch offices.
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