Jose Hernandez is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 31 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
101 West Broadway, Suite 1800, San Diego, CA, 92101
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Regulatory History (2)
Customer Dispute
March 2013Customer Dispute
August 2001Other Business Activities
Jose owns and manages multiple rental properties in California since 2006, 2022. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Wells Fargo Securities INC.Broker
Private Portfolio, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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