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.

Registered advisor

Jesse Hernandez

J.P. Morgan Securities LLCwirehouseTempe, Azdual registrantIAPD 6999016

Feed of 09/14/2026

At current firm

1 y

since Sep 5, 2025

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J.P. Morgan Securities LLC wirehouse current
since Sep 5, 2025 · Tempe, Az
Morgan Stanley wirehouse
Jan 28, 2025 to Aug 20, 2025 · Gilbert, Az
Voya Retirement Advisors, LLC other
Jul 14, 2023 to Jun 24, 2024 · Windsor, Ct
Voya Financial Partners, LLC former
Nov 30, 2022 to Jul 19, 2023 · Windsor, Ct
Vanguard Advisers, Inc. BD affiliated
Feb 23, 2022 to Nov 8, 2022 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to J.P. Morgan Securities LLC
left Aug 20, 2025, registered Sep 5, 2025 (16 days) · Wirehouse to wirehouse · moved with a team
Voya Retirement Advisors, LLC to Morgan Stanley
left Jun 24, 2024, registered Jan 28, 2025 (218 days) · Other
Voya Financial Partners, LLC to Voya Retirement Advisors, LLC
left Jul 19, 2023, registered Jul 14, 2023 (-5 days) · channel change inside one enterprise, not a move
Vanguard Advisers, Inc. to Voya Financial Partners, LLC
left Nov 8, 2022, registered Nov 30, 2022 (22 days) · Other

Signals

Jesse Hernandez left Morgan Stanley for J.P. Morgan Securities Llc (registered 2025-09-05)
Aug 20, 2025 · Advisor changed firm · fact
Jesse Hernandez left Voya Retirement Advisors, Llc for Morgan Stanley (registered 2025-01-28)
Jun 24, 2024 · Advisor changed firm · fact
Jesse Hernandez left Vanguard Advisers, Inc. for Voya Financial Partners, Llc (registered 2022-11-30)
Nov 8, 2022 · 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: Wirehousederived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address