DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Feed of 09/14/2026
Also filed as Jacob Hernandez
At current firm
0 y
since Jan 9, 2026
In the industry
10 y
since Dec 1, 2015 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Jan 9, 2026 · Wheaton, Il
- LPL Financial LLC BD affiliatedMay 18, 2022 to Jan 23, 2026 · Wheaton, Il
- Cuna Brokerage Services, Inc. formerApr 15, 2020 to May 18, 2022 · Wheaton, Il
- Bmo Harris Financial Advisors, Inc formerAug 12, 2019 to Apr 2, 2020 · Naperville, Il
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 5, 2018 to Jul 30, 2019 · Highland Park, Il
- Edward Jones national BDApr 16, 2018 to Oct 24, 2018 · Downers Grove, Il
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Edward Jonesleft Jan 23, 2026, registered Jan 9, 2026 (-14 days) · Affiliated broker-dealer or bank to another
- Cuna Brokerage Services, Inc. to LPL Financial LLCleft May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
- Bmo Harris Financial Advisors, Inc to Cuna Brokerage Services, Inc.left Apr 2, 2020, registered Apr 15, 2020 (13 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bmo Harris Financial Advisors, Incleft Jul 30, 2019, registered Aug 12, 2019 (13 days) · Wirehouse to affiliated broker-dealer or bank
- Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 24, 2018, registered Dec 5, 2018 (42 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Jacob Ryan Hernandez left Lpl Financial Llc for Edward Jones (registered 2026-01-09)Jan 23, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address