Jimmy Hernandez
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Jul 2024 to now
- Charles Schwab Bank, SsbJul 2024 to now
- N/aJan 2024 to Jul 2024
- Morgan StanleyMar 2023 to Jan 2024
- E*trade Capital Management LLCJul 2020 to May 2023
- E*trade Securities LLCJul 2020 to May 2023
- J.P. Morgan Securities, LLCMar 2018 to Jul 2020
- JPMorgan Chase Bank, N.AMar 2018 to Jul 2020
- Edward JonesMay 2017 to Feb 2018
- Fernando J. Rodriguez Cpa, P.C.Jan 2017 to Apr 2017
- Northwestern MutualMar 2016 to Dec 2016
- GapOct 2014 to May 2017
- The College of WestchesterApr 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6590670
- Firm CRD
- 5393