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Jesse Andre Hernandez

Prevail Innovative Wealth Advisors, LLC

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About Jesse Andre Hernandez

Jesse Hernandez is a financial advisor with Prevail Innovative Wealth Advisors, LLC. Jesse is based in Leawood, KS. Jesse has been in the financial services industry since 1996. Jesse has a Series 6, Series 63, and Series 65 license. Prior to joining Prevail Innovative Wealth Advisors, LLC, Jesse worked at VOYA FINANCIAL ADVISORS, INC. and M&I BROKERAGE SERVICES, INC. Jesse specializes in providing financial advice to individuals and families.

Firm Information

Jesse Hernandez is currently registered with Prevail Innovative Wealth Advisors, LLC. Prevail Innovative Wealth Advisors, LLC is an independent, fee-only firm that provides personalized financial advice to individuals and families. Founded in Leawood, KS, the firm has over 500 million dollars in assets under management. Prevail offers a range of services, including financial planning, investment management, and retirement planning. With a team of experienced professionals, Prevail provides clients with a comprehensive approach to managing their wealth and achieving their financial goals.
Prevail Innovative Wealth Advisors, LLC

4745 W. 136TH STREET

LEAWOOD, KS 66224

$501.25M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuity & life sub-account management

Variable annuity & life sub-account management

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesse Hernandez’s Registration & Firm History

KS

12/02/2024 - Present

Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)

MO

02/14/2012 - 12/16/2014

VOYA FINANCIAL ADVISORS, INC. (Liberty MO)

WI

10/27/2003 - 02/14/2006

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

MO

01/24/2003 - 10/06/2003

UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)

CT

08/30/2001 - 10/17/2002

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

MO

11/02/1995 - 08/09/2001

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 10/17/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Andre Hernandez.
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