Victor K. Hernandez
BOLTON SECURITIES | Executive Director
MIAMI, FL 33131
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CRD#: 5015535
Professional summary
Victor Kelvin Hernandez, AIF® is a registered financial advisor currently at BOLTON SECURITIES CORPORATION located in Miami, Florida and BOLTON GLOBAL CAPITAL located in Miami, Florida.
Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Victor has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Victor K. Hernandez is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. Victor provides wealth management, advisory and securities services to a limited number of clients including ultra-high-net-worth families, C-suite executives, entrepreneurs and institutional investors across the globe.
Through Victor and the team, clients have access to services and resources ordinarily reserved for the most sophisticated investors. Victor takes a team-based approach to developing highly customized strategies and provides value across the entirety of each client's financial picture. He leverages the resources of a world-class platform together with the capabilities of his team to manage investments across multiple platforms.
With 17 years of experience in financial services, Victor delivers investment management, corporate cash management & retirement plans, capital markets, wealth & estate planning and custom lending & liability management strategies. Victor also holds the ACCREDITED INVESTMENT FIDUCIARY (AIF®) designation.
In 2005, Victor began his career in New York City with J.P. Morgan Private Bank as an Analyst covering international ultra-high-net-worth clients. He moved to HSBC as an Investment Officer to provide recommendations and strategies for clients in Latin America. After three years, Victor returned to J.P. Morgan Private Bank and led a team of specialists to service the complex needs of entrepreneurs and executives in South Florida. While at the Private Bank, Victor was selected by the firm as one of the top bankers globally in 2017. Later that same year, The South Florida Business & Wealth Magazine recognized Victor's success by awarding him a Finalist Up & Comer Award. More recently in 2022, Victor was selected as one of Forbes Best-In-State Wealth Advisors.
Victor is a graduate of Bentley University, where he earned his B.S. in Finance and minor in International Business. He holds an International MBA from the prestigious IE Business School in Madrid, Spain. He is fluent in Spanish.
Victor credits his father with instilling in him a love of finance and for teaching him the value of integrity and perseverance. Victor is married and has two children: a ten year-old son and a four year-old daughter.
Question & Answer
What are your service offerings?
Philanthropic services
Trust & estate planning
Financial planning
Trading individual securities
Loans/credit services
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
3M
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. Owner of four residential rental properties located in Miami, Florida. Victor began renting properties in 2010. Spends approximately 8 hours per month, 0 during trading hours. This activity is no directly investment related and not conducted from Branch location. 2. Victor is registered with Bolton Global Asset Management, an SEC licensed Investment Advisor, as an investment advisor representative. Investment Related and conducted from branch location. This role represents Victor's full-time job, and is balanced with his brokerage business. Operates under DBA NewEra Wealth Advisors Inc. as co-owner and Managing Director. 3. Co-owner and Managing Director of NewEra Wealth Advisors Inc.. Entity created 04/15/2024 in state of Florida for purpose of operating as DBA and facilitating Bolton investment business. Located at Branch location and is not directly investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Victor Kelvin Hernandez's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Victor Kelvin Hernandez'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®
Experience
Current
April 30, 2025 - Present
BOLTON SECURITIES CORPORATION
Office #1: 1441 Brickell Ave Suite 1700, Miami, FL 33131RIA
BD
CRD#: 129376
MIAMI, FL
Current
March 3, 2025 - Present
BOLTON GLOBAL CAPITAL
Office #1: 1441 Brickell Ave Suite 1700, Miami, FL 33131BD
CRD#: 15650
MIAMI, FL
Past
August 27, 2024 - August 26, 2025
NEWERA WEALTH
RIA
CRD#: 331612
CORAL GABLES, FL
Past
July 17, 2024 - February 28, 2025
M. S. HOWELLS & CO.
BD
CRD#: 104100
Coral Gables, FL
Past
September 26, 2018 - April 4, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past
November 29, 2011 - May 15, 2012
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past
November 28, 2011 - April 4, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PALM BEACH GARDENS, FL
Past
September 9, 2011 - November 17, 2011
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
MIAMI, FL
Past
December 17, 2008 - November 17, 2011
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
MIAMI, FL
Past
February 2, 2006 - August 8, 2008
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BS
BOLTON SECURITIES CORPORATION
BOLTON GLOBAL ASSET MANAGEMENT | NEWERA WEALTH ADVISORS | DELTA GLOBAL ASSET MANAGEMENT | BOLTON SECURITIES CORPORATION | BOLTON SECURITIES CORP
CRD#: 129376 / SEC#: 801-66962, 8-68187
RIA
Registered Investment Advisory firm - SEC (8/9/2006 Approved)Georgia
Registered Investment Advisory firm - SEC (8/14/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/17/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/3/2025)
RR
Florida(3/3/2025)
IAR
Florida(4/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BS
BOLTON SECURITIES CORPORATION
BOLTON GLOBAL ASSET MANAGEMENT | NEWERA WEALTH ADVISORS | DELTA GLOBAL ASSET MANAGEMENT | BOLTON SECURITIES CORPORATION | BOLTON SECURITIES CORP
CRD#: 129376 / SEC#: 801-66962, 8-68187
RIA
Registered Investment Advisory firm - SEC (8/9/2006 Approved)Georgia
Registered Investment Advisory firm - SEC (8/14/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/17/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
579 Main Street, Bolton, MA 01740
Mailing Address
579 Main Street, Bolton, MA 01740
Phone number
(978) 779-6947
Established
Delaware since 07/30/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
154
SEC notice filing (38 States and Territories)
FINRA licenses (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,977 |
| AUM (Assets Under Management) | $ 7,004,872,405 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BOLTON SECURITIES CORPORATION
Executive DirectorCRD#: 129376Miami, FL 33131TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
