Jose M. Hernandez-gomez

FIRST ADVISORS NATIONAL

Long Beach, CA

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CRD#: 6239521

Professional summary

Jose Miguel Hernandez-gomez Jr, who also goes by Jose Gomez, Jose Miguel Hernandez-gomez Jr., Jose Miguel Hernandez-gomez, is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Long Beach, California.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jose has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jose Gomez | Jose Miguel Hernandez-Gomez Jr. | Jose Miguel Hernandez-Gomez

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.

Agent with BLC 1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH FIRST ADVISORS NATIONAL FROM SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 100% OWNER, GOMEZ FINANCIAL AND INSURANCE SOLUTIONS, INC., AGENT LEGAL ENTITY, START DATE: 04/27/2021, HOURS PER MONTH: 80+ MANAGING PARTNER. NOT INVESTMENT RELATED,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Miguel Hernandez-gomez Jr'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®

None

Experience

Current

June 6, 2023 - Present

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Long Beach, CA

Past

September 2, 2021 - April 11, 2022

BANKERS LIFE ADVISORY SERVICES, INC.

RIA

CRD#: 281285

Long Beach, CA

Past

September 2, 2021 - April 11, 2022

BANKERS LIFE SECURITIES, INC.

CRD#: 173962

LONG BEACH, CA

Past

June 30, 2017 - April 13, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

IRVINE, CA

Past

June 29, 2017 - April 13, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

IRVINE, CA

Past

February 25, 2015 - May 22, 2017

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

DOWNEY, CA

Past

February 24, 2015 - May 22, 2017

CENTAURUS FINANCIAL, INC.

CRD#: 30833

DOWNEY, CA

Past

August 20, 2014 - February 9, 2015

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

Long Beach, CA

Past

July 9, 2014 - February 9, 2015

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

Long Beach, CA

Past

June 12, 2014 - July 2, 2014

SII INVESTMENTS, INC.

CRD#: 2225

LONG BEACH, CA

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".

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(6/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/20/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2014

General Securities Representative Examination

Current Firm

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

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Contact information

Main Address

1372 Peachtree Street Ne, Atlanta, GA 30309

Mailing Address

Phone number

+1 (855) 326-7427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAN ADVISORS FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,207
AUM (Assets Under Management)	$ 501,113,212

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.

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Advisor Monitoring

Firm Stability Insights

Jose M. Hernandez-gomez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Miguel Hernandez-gomez Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE SECURITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

SII INVESTMENTS, INC.

Primary Firm SEC Registration

FIRST ADVISORS NATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/11/2014

Current Firm

FIRST ADVISORS NATIONAL, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST ADVISORS NATIONAL, LLC

TRUST BUT VERIFY

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