J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
22yrs
Fernan Lopez is a fiduciary financial advisor in San Francisco, California, with 22 years in the industry. Fernan joined Strategic Advisers in 2025, after less than a year at Fidelity Personal and Workplace Advisors and a year at Secure Investment Management. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 10% by experience at Strategic Advisers
OfficeSan Francisco, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Dec 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2023 – Sep 2024Secure Investment Management, LLCPreviously
- Dec 2022 – Jul 2023Equitable Advisors, LLCPreviously
- 2017 – 2022SF BenefitsPreviously
- Sep 2004 – Nov 2005Equity Services, Inc.Previously
Contact Fernan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Fernan. San Francisco, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Fernan
Tailored to Fernan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Fernan
How do I contact Fernan?
Call Strategic Advisers at (617) 563-7000 and ask for Fernan Lopez. Fernan works from the San Francisco, CA office.
How long has Fernan been a financial advisor?
Fernan has been in the industry since 2004, about 22 years. Top 10% by experience at Strategic Advisers.
What licenses does Fernan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Fernan a fiduciary?
Fernan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Fernan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Fernan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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