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
Outlook
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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