Jesus Manuel Hernandez

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:

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

Current Employers

Employment History

• 09/2009 → 11/2016
  Wells Fargo Advisors Llc
  Oklahoma City, OK
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Oklahoma City, OK
• 07/2018 → 04/2020
  Td Ameritrade
  Wichita, KS
• 08/2020 → 05/2021
  Fidelity Investments
  Overland Park, KS
• 04/2020 → 08/2020
  Unemployed
  Wichita, KS
• 05/2021 → 12/2021
  Unemployed
  Lenexa, KS
• 12/2021 → Present
  Lpl Financial Llc
  Overland Park, KS

Previous Registrations

• 2020-12-23 → 2021-05-14
  Fidelity Personal And Workplace Advisors
  Overland Park, KS
• 2018-08-09 → 2020-04-28
  Td Ameritrade, Inc.
  Wichita, KS
• 2018-08-09 → 2020-04-28
  Td Ameritrade Investment Management, Llc
  Wichita, KS
• 2010-08-09 → 2018-07-30
  Wells Fargo Clearing Services, Llc
  Wichita, KS
  Oklahoma City, OK

Exams

• S66 Uniform Combined State Law Examination
  2010-08-06

Other Names

• Jesse M Hernandez
• Jesus M Hernandez