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Jaime Gomez Hernandez

LPl Financial LLC

Monrovia, CA

San Clemente, CA

CRD 7174577

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-17
  • CA RA
    APPROVED
    Since 2026-04-17

Branch Locations

Monrovia, CA • United States

1201 Puerta Del Sol #334, San Clemente, CA 92673 • 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
Transamerica Financial Advisors, Inc Tarzana CA 09/2019 03/2026
Wfgia Tarzana CA 07/2018 03/2026
Golds Gym Socal Los Angeles CA 09/2010 12/2020
Enterprise Rent-A-Car Glendale CA 11/2019 09/2021
Wfg Direct Tarzana, CA 08/2021 08/2023
Pacific Medical Inc Tracy CA 10/2021 04/2026
Lspn Pro, Llc Lindon UT 05/2022 01/2025
The Right Way Foundation Los Angeles CA 01/2024 02/2025
Lpl Financial Llc San Clemente CA 04/2026 Present
  • 09/2019 → 03/2026
    Transamerica Financial Advisors, Inc
    Tarzana, CA
  • 07/2018 → 03/2026
    Wfgia
    Tarzana, CA
  • 09/2010 → 12/2020
    Golds Gym Socal
    Los Angeles, CA
  • 11/2019 → 09/2021
    Enterprise Rent-A-Car
    Glendale, CA
  • 08/2021 → 08/2023
    Wfg Direct
    Tarzana,, CA
  • 10/2021 → 04/2026
    Pacific Medical Inc
    Tracy, CA
  • 05/2022 → 01/2025
    Lspn Pro, Llc
    Lindon, UT
  • 01/2024 → 02/2025
    The Right Way Foundation
    Los Angeles, CA
  • 04/2026 → Present
    San Clemente, CA
Previous Registrations
Other Businesses

1. 04/2026 - Pacific Medical Inc - Outside/W-2 Employment - Investment Related - 160 Hrs/Mth - 04 Hrs During Trading - Tracy, CA 95304 - OBA Start Date: 09/01/2021 2. 04/2026 - The Broker Group - Non-Variable Insurance - Investment Related - 30 Hrs/Mth - 02 Hrs During Trading - San Clemente, CA 92673 - OBA Start Date: 04/08/2026 3. 04/2026 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 04/17/2026 4. 04/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 04/17/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-19
S63 Uniform Securities Agent State Law Examination 2020-01-02
  • S65 Uniform Investment Adviser Law Examination
    2020-05-19
  • S63 Uniform Securities Agent State Law Examination
    2020-01-02

View on SEC IAPD

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