Jesse Hernandez Jr. dba Hernandez Financial is a Fee-Only Registered Investment Advisor located in Central Washington. It's founder Jesse Hernandez Jr., has been a Financial Advisor since 1999. He spent the first eleven years with Waddell & Reed a Kansas City based investment firm.
Jesse left Waddell & Reed at the end of 2010 to start his own independent registered investment advisor firm. As an independent advisor Jesse is able to focus more on his clients needs through personal financial planning.
Jesse holds the CMFC designation (Charter Mutual Fund Counselor) he earned from the College for Financial Planning in 2002. To earn the designation he was required to complete a year long course of study focused on the inner workings of mutual funds and how to help clients choose the appropriate funds for their portfolios. To keep the designation he is required to earn continuing education credits in mutual funds and investing.
Jesse works for his clients only and not for a mutual fund company. He is only compensated by his clients.