Jonathon Fernandez-Rubio
Core Wealth Management · Jupiter, Florida
Jonathon Fernandez-Rubio is a fee-only financial advisor at Core Wealth Management in Jupiter, Florida, who holds the CFP credential. Core Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Core Wealth Management |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.7M across 999 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7438241 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.core-wm.com |
How Jonathon's firm compares
- Core Wealth Management's average account is about $405,000, from its Form ADV (assets managed divided by 999 accounts).
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Questions about Jonathon
Is Jonathon Fernandez-Rubio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathon holds no broker registration, and Core Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathon charge for financial advice?
Jonathon's firm, Core Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathon Fernandez-Rubio based?
Jonathon Fernandez-Rubio is based in Jupiter, Florida.
What credentials does Jonathon Fernandez-Rubio hold?
Jonathon Fernandez-Rubio holds the CFP credential.
Is Jonathon Fernandez-Rubio registered with the SEC?
Yes. Jonathon Fernandez-Rubio is registered as an investment adviser representative in FL (CRD 7438241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Core Wealth Management manage?
Core Wealth Management reports $404.7M across 999 accounts in assets under management.
How do I contact Jonathon Fernandez-Rubio?
Through Jonathon's website, www.core-wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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