Joshua Hernandez
Investment adviser representative at Expand Financial, LLC
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
5 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 assetsHourlyFixed or flat feeOther
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.
- Expand Financial, LLCJun 2024 to now
- Amplify Snack BrandsJun 2022 to Aug 2022
- Texas Tech UniversityAug 2020 to May 2025
- Ike and Mike Pizza, LLC (domino’s Franchise)Feb 2020 to Jan 2021
- Lifeguard4hireMay 2018 to Aug 2019
- Lifeguard4hireMay 2017 to Aug 2017
- Lago Vista High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Expand Financial, LLC
$2.8BAssets managed
1,858Clients
7Advisers
5 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
- 8260735
- Firm CRD
- 152515