Julian Barcena Fernandez

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 4 Oct 2024)
    • CF30 Customer (since 8 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jun 2021)
    • CF30 Customer (21 Oct 2017 to 4 Jun 2021)
  • Julian Barcena Fernandez

    FRN 1016948

    • (1)Employed By (since 8 Aug 2024)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Client dealing (23 Nov 2021 to 9 Sep 2024)
    • [FCA CF] Functions requiring qualifications (23 Nov 2021 to 9 Sep 2024)
  • Reinaldo Soto-Rosa (no longer approved here)

    FRN 471817

    • (3)Employed By (21 Oct 2017 to 4 Jun 2021)

Recent activity

Updates to this individual's record on the FCA register.

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