About
My name is Jaime Hernandez. I've been in the financial services space since 2019, and since then I've built a team of licensed financial advisors and professionals. I help individuals and families plan for retirement, build wealth, and navigate life's financial decisions with clarity and confidence.
Why I do this
I grew up watching my family struggle with repossessions, evictions, foreclosures, and debt. Nobody around me understood money — and I didn't either.
I didn't want that same cycle for my own future, so I started learning everything I could on my own. Eventually I realized how many people were in the same position, and that's what pushed me to get licensed and start helping others.
My approach
Every client relationship starts with a conversation.
In our first meeting I'll get to know your situation and walk you through what I do and how I can help. From there we'll dive deeper into your specific financial picture — and by our third meeting we're building real strategies around your short, mid, and long-term goals. Whether that's retirement planning, saving for a house, college funds, life insurance, or anything in between.
Experience
January 2019 - Present
The Broker Group
Built a team of licensed financial advisors and professionals dedicated to helping individuals and families plan for their financial future.
Certifications
January 2019
Life and Health License Title: Licensed Insurance Professional
January 2019
FINRA Title: Series 6 — Investment Company Representative
January 2019
FINRA Title: Series 63 — Uniform Securities Agent
January 2019
FINRA Title: Series 65 — Investment Adviser Representative