Joel Fernando has been an investment adviser representative at Trademark Capital Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Trademark Capital Management Inc. is a Watkinsville, GA firm with $151M under management, 339 clients and 4 advisers across 4 offices, as of its September 2026 filing.
Joel Fernando’s longest registration was 1 year at Baobab Financial Advisory LLC (2023–2024). Before joining Trademark Capital Management in 2026, Joel Fernando was registered through Baobab Financial Advisory LLC and Sound Income Strategies, LLC.
- – present · under a yearWatkinsville, GA · Adviser representative · Firm CRD 214512
- Baobab Financial Advisory LLC– · 1 yearHull, GA · Adviser representative · Firm CRD 324298
- Sound Income Strategies, LLC– · under a yearWatkinsville, GA · Adviser representative · Firm CRD 173272
Investment adviser representative registrations
Joel Fernando is registered as an investment adviser representative in Georgia, since February 2026.
- GeorgiaSince 20 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joel J Fernando
- CRD
- 7530673
- Firm
- Trademark Capital Management · CRD 214512
- Office
- 1551 JENNINGS MILL ROAD, SUITE 1200A, Watkinsville, GA 30677
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Fernando work?
Joel Fernando is an investment adviser representative registered through Trademark Capital Management Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joel Fernando a financial advisor?
Yes. Joel Fernando has a current investment-adviser registration in Georgia, through Trademark Capital Management since February 2026.
How many years of experience does Joel Fernando have?
Joel Fernando has 2 years in the financial industry, since May 2024, across 3 adviser firms.
What exams has Joel Fernando passed?
Joel Fernando passed the Series 65 in March 2022.
Where did Joel Fernando work before Trademark Capital Management?
Before Trademark Capital Management, Joel Fernando was registered through Baobab Financial Advisory LLC, January 2023 to March 2024; Sound Income Strategies, LLC, April 2022 to December 2022.
Where is Joel Fernando based?
Joel Fernando’s registered office is in Watkinsville, GA.
Is Joel Fernando registered with FINRA?
No. Joel Fernando has no current broker registration.
How can I verify Joel Fernando’s record?
Search CRD 7530673 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Fernando’s full registration record.
