Unclaimed
Jonathan Hernandez is a registered representative with J.p. Morgan Securities LLC. Jonathan has been in the industry since 2014 and has passed the Series 63 and Series 66 exams. Jonathan specializes in providing financial planning, pension consulting, and selection of other advisers. Jonathan is also able to provide portfolio management for businesses and individuals. Jonathan is licensed in New York and Texas. Jonathan's previous experience includes working for firms such as Northwestern Mutual Investment Services LLC, National Securities Coporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A..
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
10/18/2024 - Present
J.p. Morgan Securities LLC (SOUTH LINDENHURST NY)
Active
Inactive
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