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Jordan M
Series 66
Miami, FL
OSAIC Institutions, INC.
Jordan Martinez is a financial advisor at OSAIC Institutions, Inc. with two years of industry experience. He holds a Series 66 designation and has held roles at Popular Bank and BB&T Bank prior to joining OSAIC Institutions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.
Jessica H
Series 66
Miami, FL
OSAIC Institutions, INC.
Jessica Hernandez is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Popular Community Bank and Infinex Investments, Inc. since 2017, as well as prior positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Ameriprise. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive service model involving third-party promoters and multiple affiliated entities.
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