Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hernandez is a financial advisor with LPL Financial LLC. Jacob has been in the financial industry since 2016 and has experience with CUNA Brokerage Services, Inc., BMO Harris Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Jacob is registered with FINRA, the Securities and Exchange Commission and is also registered in multiple states including Arizona, Arkansas, California, Florida, Illinois, Indiana, Iowa, Nevada, New York, North Carolina, South Carolina, Texas and Virginia. Jacob has been actively involved in serving clients with LPL Financial LLC since May 2022.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
05/18/2022 - Present
LPL Financial LLC (Wheaton IL)
IL
04/15/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Wheaton IL)
IL
08/12/2019 - 04/02/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (NAPERVILLE IL)
IL
12/05/2018 - 07/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
IL
02/13/2018 - 10/24/2018
EDWARD JONES (DOWNERS GROVE IL)
IL
02/01/2016 - 02/07/2018
J.P. MORGAN SECURITIES LLC (PARK RIDGE IL)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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