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Jose Hernandez

Client Service Specialist

Jose Hernandez headshot

Jose has always been driven by a passion for investing. After graduating in 2018 with a BS in business management, he wasted no time immersing himself in the financial services industry. Jose began as a Client Specialist at Midtown Financial Advisors in Greensboro, North Carolina, where he honed his skills in client service. Dedicated to learning and growth, he earned a master’s degree in business administration from High Point University in 2020. He then joined Vanguard in Charlotte as a High-Net-Worth Client Case Representative, demonstrating a keen ability with complex financial matters. In pursuit of new opportunities, Jose relocated to Los Angeles and joined Mercer Advisors as a Client Service Specialist, helping clients navigate their financial journeys. Outside of the office, Jose has always maintained a strong connection with sports, coaching U4 and U5 YMCA soccer teams and instilling values of teamwork and sportsmanship in young minds. He loves watching professional basketball, baseball, hockey, futbol (soccer), American football, and UFC.

Woodland Hills

5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367

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