Jimmy Louis Hernandez

Employer firm

Sherpa Wealth Management LLC CRD 340032

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2020
  Senior Solutions
  Balcones Heights, TX
• 06/2019 → 09/2020
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 09/2020 → 03/2022
  Wealth Watch Advisors
  Englewood, CO
• 03/2022 → 03/2026
  Brookstone Wealth Advisors
  Grand Rapids, MI
• 12/2013 → Present
  Jimmy Hernandez, Sole Proprietor
  San Antonio, TX
• 05/2018 → Present
  Sherpa Financial, Llc
  San Antonio, TX
• 01/2026 → Present
  Sherpa Wealth Management Llc
  San Antonio, TX

Previous Registrations

• 2022-03-30 → 2026-03-27
  Brookstone Wealth Advisors, Llc
  San Antonio, TX
  San Antonio, TX
  Wheaton, IL
• 2020-10-01 → 2022-03-30
  Wealth Watch Advisors, Inc
  San Antonio, TX
• 2019-06-18 → 2020-10-02
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  San Antonio, TX

Other Businesses

1.) Sherpa Financial LLC. Start date 05/2018. Managing Member. 20 total hours per month. 20 hours during securities trading hours. 2.) Jimmy Hernandez, Sole Proprietor; Insurance Agent; Start date 10/2013; 20 total hours per month. 20 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-18