JH
JH
Jose Hernandez is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
101 West Broadway, Suite 1800, San Diego, CA, 92101
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2013Denied
Customer Dispute
August 2001Denied
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
May 2008 - June 2009 · 1 yr 1 mo
Wamu Investments, INC.
February 2006 - June 2008 · 2 yrs 4 mos
Wamu Investments, INC.Broker
June 1998 - June 2008 · 10 yrs
Wells Fargo Securities INC.Broker
February 1997 - May 1998 · 1 yr 3 mos
Private Portfolio, INC.Broker
April 1995 - January 1997 · 1 yr 9 mos
Chatfield Dean & CO., INC.Broker
January 1995 - March 1995 · 2 mos
State Registrations11 states
AZCACODEFLGAORTNTXWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.