About Bryan

Bryan Hernandez is a Investment Associate with J.P. Morgan Wealth Management.

As a member of The Donnelly Wealth Management Group, Bryan provides operational and management support for high-net-worth individuals and families. He understands the importance of his forward-facing role and builds deep connections with clients to help them integrate their goals and optimize their financial scenarios. Bryan draws from his investment background to provide input on portfolio strategies and is highly involved in trade execution. He leads the onboarding process and goes the extra mile to find value-added opportunities and resolve complex challenges.

With five years of experience in financial services, Bryan began his career in 2019 at Chase Bank as a Relationship Banker before joining J.P. Morgan in 2022. He holds an M.B.A. in Finance from Florida International University. He is pursuing the CFA® designation and has passed the level one exam.

Bryan lives in Miami with his wife, and they are active in the local community. Outside of work, he enjoys golfing.

Insights

Wealth Planning

Providing for children with special needs

January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
Retirement

Understanding retirement: Adapting to today’s market realities

January 2, 2025J.P. Morgan Wealth Management hosted a webcast on recent market developments and what they mean for retirement portfolios. Investors: Here’s how you can stay ahead of the curve.Read Now
Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
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