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JH
CFP
JH
CFP

Jennifer Kay Ann Hernandez

Petra Financial Advisors INC
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingSpecial Needs PlanningFinancial Planning & CoachingHigh Net Worth
Petra Financial Advisors INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
359 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$387.8M

Fee Structure

Financial Planning:Included in AUM fee

Contact

JH
Jennifer Kay Ann Hernandez

Location

2 N. Nevada Ave., Suite #1300, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Petra Financial Advisors INC
September 2020 - Present · 5 yrs 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
JH
Contact
Jennifer Kay Ann Hernandez