AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JH

Jesse Hernandez

HERNANDEZ FINANCIAL
Sunnyside, WA 98944
Some features on this profile are disabled
CRD#: 3254322
JH

Professional summary


Jesse Hernandez JR, who also goes by Jesse Hernandez, is a registered financial advisor currently at HERNANDEZ FINANCIAL located in Sunnyside, Washington.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jesse has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jesse Hernandez

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
09/199-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, SUNNYSIDE, WA, INVEST-RELATED, INSURANCE SALES, INSURANCE AGENT.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jesse Hernandez JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 23, 2011 - Present

HERNANDEZ FINANCIAL

Office #1: 451 South 6th Street, Sunnyside, WA 98944
RIA
CRD#: 156433
Sunnyside, WA
Past

October 12, 1999 - January 3, 2011

WADDELL & REED

RIA
CRD#: 866
YAKIMA, WA
Past

September 24, 1999 - January 3, 2011

WADDELL & REED

BD
CRD#: 866
YAKIMA, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(2/23/2011)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/19/1999
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


HF
HERNANDEZ FINANCIAL
HERNANDEZ FINANCIAL | HERNANDEZ, JESSE

CRD#: 156433 / SEC#:

Washington
Registered Investment Advisory firm - (2/23/2011 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
451 S. 6th Street, Sunnyside, WA 98944
Mailing Address
Phone number
(509) 839-1002
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts156
AUM (Assets Under Management)$ 18,708,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HERNANDEZ FINANCIAL

CRD#: 156433Sunnyside, WA 98944

TRUST BUT VERIFY

Monitor Jesse Hernandez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


George Joseph Simon JR
George SimonAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
Chesterfield, MO
Benjamin Jay Silberman
Benjamin SilbermanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Palm Beach Gardens, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics