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Jose Miguel Hernandez-Gomez

First Advisors National, LLC

Long Beach, CA

CRD 6239521

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

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

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-06
  • CA RA
    APPROVED
    Since 2023-06-06

Branch Locations

Long Beach, CA • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2017 04/2021
Northwestern Mutual Investment Services Llc Irvine CA 06/2017 04/2021
Centaurus Financial Inc Anaheim CA 02/2015 05/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2017 08/2021
Bankers Life Securities, Inc Long Beach CA 09/2021 06/2023
Bankers Life Advisory Services, Inc Long Beach CA 09/2021 06/2023
First Advisors National Llc Long Beach CA 06/2023 Present
Previous Registrations
Other Businesses

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,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-20
  • S66 Uniform Combined State Law Examination
    2014-08-20
Other Names
  • Jose Miguel Hernandez-Gomez
  • Jose Miguel Hernandez-Gomez
  • Jose Gomez

View on SEC IAPD

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