Sofia Clara Hernandez
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Sofia Clara Hernandez? Claim your profile
Contact this firm
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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- UnemployedMay 2026 to Jul 2026
- JPMorgan Chase Bank, N.A.Jun 2025 to Aug 2025
- Athleta, Gap IncApr 2025 to Apr 2026
- Marquette UniversityAug 2024 to May 2026
- Ozaukee Country ClubMay 2024 to Oct 2024
- Mlg CapitalJun 2023 to Dec 2023
- Tupelo Honey Southern Kitchen & BarMay 2022 to Jul 2023
- Northwestern MutualMay 2022 to Oct 2022
- Egd LLC, Zister's RestaurantMay 2021 to Aug 2022
- Marquette University Spirit ShopJan 2021 to May 2021
- Marquette UniversityAug 2020 to May 2024
- UnemployedMay 2020 to Aug 2020
- Anthony Vince Nail SpaNov 2019 to Jun 2025
- Panera, LLCJun 2018 to May 2020
- UnemployedAug 2017 to Jun 2018
- Gethappyusa LLCMay 2017 to Aug 2017
- UnemployedJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7529411
- Firm CRD
- 79