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Jonathan Michael Richard Hernandez

Charles Schwab & Co., Inc.

Encino, CA

Santa Monica, CA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-02-10
CA RA APPROVED 2024-04-22
  • MI RA
    APPROVED
    Since 2025-02-10
  • CA RA
    APPROVED
    Since 2024-04-22

Branch Locations

16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States

826 Wilshire Blvd., Santa Monica, CA 90401-1810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2024
Fidelity Brokerage Services Llc Boston MA 01/2016 04/2024
Charles Schwab & Co., Inc. Santa Monica CA 04/2024 Present
Charles Schwab Bank, Ssb Santa Monica CA 04/2024 Present
  • 07/2018 → 04/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2016 → 04/2024
    Fidelity Brokerage Services Llc
    Boston, MA
  • 04/2024 → Present
    Charles Schwab & Co., Inc.
    Santa Monica, CA
  • 04/2024 → Present
    Charles Schwab Bank, Ssb
    Santa Monica, CA
Previous Registrations
  • 2018-07-13 → 2024-04-02
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-04-18 → 2018-07-13
    Strategic Advisers Llc
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-16
  • S66 Uniform Combined State Law Examination
    2016-08-16
Other Names
  • Jonathan Hernandez

View on SEC IAPD

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Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

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