Christian Joe Hernandez jacobo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Wells Fargo Clearing Services, LLCJul 2024 to Apr 2026
- Wells Fargo Bank, NADec 2020 to Apr 2026
- Riverside Imports, LLCMay 2019 to Jul 2019
- TmobileFeb 2019 to Jul 2021
- TmobileSep 2018 to Jan 2019
- Toyota of San BernardinoMay 2018 to Aug 2018
- Walters Auto Sales and Service IncOct 2017 to Aug 2018
- Oasis OutsourcingMay 2017 to Nov 2017
- UnemployedNov 2016 to Apr 2017
- Oj Insulation LPJul 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7950747
- Firm CRD
- 7691