Jorge Hernandez
CRD Number: 6846227Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jorge Hernandez (CRD# 6846227) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fishers, IN and has over 5 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis, IN | Aug 2021 - Current | 2 |
| Bank Of America, N.a. | Indianapolis, IN | Aug 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Indianapolis, IN | Oct 2020 - Sep 2021 | < 1 |
| J.p. Morgan Securities LLC | Indianapolis, IN | Oct 2020 - Sep 2021 | < 1 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Aug 2017 - Sep 2020 | 3 |
| Indiana University Purdue University | Indianapolis, IN | Aug 2015 - Aug 2017 | 2 |
| Regions Bank | Indianapolis, IN | Oct 2015 - Oct 2016 | 1 |
| Tru Motorsports | Indianapolis, IN | Aug 2013 - Dec 2015 | 2 |
| Pnc Bank | Indianapolis, IN | Apr 2015 - Oct 2015 | < 1 |
| Ivy Tech Community College | Indianapolis, IN | Jan 2009 - Jun 2015 | 6 |
| Ocharley's Restaurant | Indianapolis, IN | May 2006 - Apr 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
| S63 | Uniform Securities State Law Examination | Jul 2018 |
- IN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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