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HH

Hunter A. Hernandez

CHJ WEALTH MANAGEMENT
THE WOODLANDS, TX 77380
Some features on this profile are disabled
CRD#: 5390745
HH

Professional summary

Hunter A. Hernandez, CFP®, who also goes by Hunter A Hernandez, Hunter A. (m I Only) Hernandez, is a registered financial advisor currently at CHJ WEALTH MANAGEMENT located in The Woodlands, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in The Woodlands, Texas.

Hunter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Hunter has worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hunter A Hernandez | Hunter A. (m I Only) 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.
1) Carlton, Hofferkamp & Jenks Wealth Management. Investment Related. At registered location. RIA. IAR. Start 8/2010. 160 hours per month, 130 during trading. 2) Insurance. Not Investment Related. At registered location. Insurance. Agent. Start 1/2018. 1 hour per month not during trading. Help clients purchase term insurance if the need arises.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter A. Hernandez's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

June 7, 2022 - Present

CHJ WEALTH MANAGEMENT

Office #1: 10200 Grogan's Mill Road Suite 430, The Woodlands, TX 77380
RIA
CRD#: 154238
THE WOODLANDS, TX
Current

August 20, 2010 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 10200 Grogans Mill Road Suite 430, The Woodlands, TX 77380
BD
CRD#: 35747
THE WOODLANDS, TX
Past

March 27, 2008 - August 23, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUSTON, TX
Past

November 5, 2007 - August 23, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX

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".
CW
CHJ WEALTH MANAGEMENT
BLUEBONNET ADVISORS, LLC | CHJ WEALTH MANAGEMENT | CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CRD#: 154238 / SEC#: 801-71684

RIA
Registered Investment Advisory firm - (7/28/2010 Approved)

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

IAR
Louisiana
(9/24/2025)
RR
Mississippi
(6/30/2023)
RR
Missouri
(6/30/2023)
RR
New York
(6/30/2023)
RR
Texas
(8/20/2010)
IAR
Texas
(6/7/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/5/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CHJ WEALTH MANAGEMENT
BLUEBONNET ADVISORS, LLC | CHJ WEALTH MANAGEMENT | CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CRD#: 154238 / SEC#: 801-71684

RIA
Registered Investment Advisory firm - (7/28/2010 Approved)
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Contact information

Main Address
10200 Grogan's Mill Road Suite 430, The Woodlands, TX 77380
Mailing Address
Phone number
(281) 298-2700
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE - CHJ WEALTH MANAGEMENT (7/21/2025)

Regulatory assets under management

Total Number of Accounts681
AUM (Assets Under Management)$ 540,307,144

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

CHJ WEALTH MANAGEMENT

CRD#: 154238The Woodlands, TX 77380

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