Jose
Hernandez-Gomez

First Advisors National, LLC

CRD#6239521
Investment Advisor
in Long Beach, CA

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About this Advisor

Jose Hernandez-Gomez is a financial advisor based in Long Beach, California, working with First Advisors National, LLC. Jose has previously held positions at Northwestern Mutual Life Insurance Company, Centaurus Financial Inc, Northwestern Mutual Investment Services LLC, Capital Investment Advisers, Northwestern Mutual Wealth Management Company, Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc, First Advisors National LLC, Independent Financial Group LLC Bd For Capital Ia, and Sii Investments Is Bd For Capital Ia. Jose has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jose is part of First Advisors National, LLC, which operates out of Long Beach, California. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Long Beach, CA

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

CA Average: $3,570,121,308
Total Number of Employees

70

CA Average: 58
Total Number of Accounts

4,892

CA Average: 1,608
Average Account Size

$91,633

CA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jose Hernandez-Gomez Work History

2023 - Present (1 year)

First Advisors National LLC

2021 - 2023 (2 years)

Bankers Life Securities, Inc

2021 - 2023 (2 years)

Bankers Life Advisory Services, Inc

2017 - 2021 (4 years)

Northwestern Mutual Life Insurance Company

2017 - 2021 (4 years)

Northwestern Mutual Investment Services LLC

2017 - 2021 (4 years)

Northwestern Mutual Wealth Management Company

2015 - 2017 (2 years)

Centaurus Financial Inc

2014 - 2015 (1 year)

Independent Financial Group LLC Bd For Capital Ia

2014 - 2014 (< 1 year)

Sii Investments Is Bd For Capital Ia

2013 - 2015 (2 years)

Capital Investment Advisers

Disclosures

Please visit the SEC profile of Jose Hernandez-Gomez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Advisors National, LLC

Michael Schessler
Chicago, IL
William Goaslind
Phoenux, AZ
Elwood Chambers
Crossville, TN
Brendan Houlihan
Palos Heights, IL
Peter Crabtree
Libertyville, IL
Joseph Maggiore
Virginia Beach, VA
Jeremy Vaught
Apache Junction, AZ
George Nickels
Flowery Branch, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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