Jimmy L. Hernandez

SHERPA WEALTH MANAGEMENT

SAN ANTONIO, TX 78213

CRD#: 7125861

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Professional summary

Jimmy Louis Hernandez is a registered financial advisor currently at SHERPA WEALTH MANAGEMENT LLC located in San Antonio, Texas.

Jimmy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jimmy has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jimmy Louis 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®

None

Experience

Current

March 19, 2026 - Present

SHERPA WEALTH MANAGEMENT LLC

Office #1: 7001 W Ih-10 # 219, San Antonio, TX 78213

RIA

CRD#: 340032

SAN ANTONIO, TX

Past

March 30, 2022 - March 27, 2026

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

San Antonio, TX

Past

October 1, 2020 - March 30, 2022

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

San Antonio, TX

Past

June 18, 2019 - October 2, 2020

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

San Antonio, TX

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

Texas
(3/19/2026)

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 65

Date: 6/18/2019

Uniform Investment Adviser Law Examination

Current Firm

SHERPA WEALTH MANAGEMENT LLC

CRD#: 340032 / SEC#:

Texas

Registered Investment Advisory firm - (3/19/2026 Approved)

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Contact information

Main Address

7001 W Ih-10 # 219, San Antonio, TX 78213

Mailing Address

Phone number

(210) 776-4600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Jimmy L. Hernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jimmy Louis Hernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHERPA WEALTH MANAGEMENT LLC

BROOKSTONE WEALTH ADVISORS, LLC

WEALTH WATCH ADVISORS, INC

MONEY CONCEPTS CAPITAL CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2019

Current Firm

SHERPA WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

SHERPA WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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