Jose-daniel Hernandez
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
$56BFirm assets
62 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Citigroup Global Markets Inc.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to May 2026
- Florida International UniversityJan 2023 to Jul 2024
- Citibank N.A.Aug 2021 to Aug 2024
- Target CorporationNov 2018 to Aug 2021
- Florida International UniversityAug 2018 to Jun 2022
- Office DepotJul 2018 to Sep 2018
- Terra Environmental Research InstituteAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 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
- 7991869
- Firm CRD
- 7059