Hunter
Hernandez
Carlton, Hofferkamp And Jenks Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Hunter Hernandez is a certified financial planner based in Spring, Texas, who has 1 year of industry experience. Hernandez works at Carlton, Hofferkamp And Jenks Wealth Management, LLC. Hernandez has gained experience at Linsco/Private Ledger Corp, Purshe Kaplan Sterling Investments, Carlton Hofferkamp & Jenks Wealth Management and Chj Wealth Management. Hernandez has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Carlton, Hofferkamp And Jenks Wealth Management, LLC is an advisory business that has its headquarters in Spring, TX. It administers $459 million in total assets between its 656 accounts, placing it among the larger firms in the nation by assets under management. Of its 656 customer accounts, 37% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Carlton, Hofferkamp And Jenks Wealth Management, LLC performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services are offered. However, fee types billed by Carlton, Hofferkamp And Jenks Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Carlton, Hofferkamp And Jenks Wealth Management, LLC Brokerage Details
$458,748,878
5
656
$699,312
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Hunter Hernandez Work History
Hunter has been registered as a financial advisor for 1 years.*
Chj Wealth Management
Purshe Kaplan Sterling Investments
Carlton Hofferkamp & Jenks Wealth Management
Linsco/Private Ledger Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hunter Hernandez 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 Carlton, Hofferkamp And Jenks Wealth Management, LLC
Spring, TX
Spring, TX
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
