Bryan HernandezBryan HernandezInvestment Associate
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
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November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowPlanning for your child becoming an adult
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November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
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