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Peter John Hernandez

Investment adviser representative at J.P. Morgan Securities LLC
17 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. J.P. Morgan Securities LLCSep 2024 to now
  2. JPMorgan Chase Bank, N.A.Sep 2024 to now
  3. Morgan Stanley Bank NAApr 2010 to Sep 2024
  4. Morgan StanleyJun 2009 to Sep 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

J.P. Morgan Securities LLC

$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4371050
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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