Jessica Hernandez

Experience: Client Services since 2015

Education: Associate of Arts in Social and Behavioral Science and Associate of Arts in Criminal Justice from Southwestern College

Jessica joined the team in March 2025 when Modern Wealth partnered with Wade Financial Advisory in Campbell, California. She supports our financial advisors by managing account transactions, handling client onboarding, and addressing client inquiries, including communication with custodians. Jessica processes paperwork, assists with marketing projects, and coordinates client events. She also helps streamline internal procedures to help improve the overall client experience.

Jessica began her career at a wealth management advisory firm in San Diego as a client relations coordinator. She developed customized financial plans for clients and prospective clients, processed brokerage and advisory accounts, and worked on improving operational efficiencies. Jessica also assisted with organizing seminars and client events and supported marketing efforts to engage clients and prospective clients.

She then transitioned into a client service specialist role, working in the operations back office for multiple independent broker-dealers. Jessica collaborated closely with financial advisors and their teams, providing guidance and conducting training on best practices and procedures to help facilitate firm operations. Jessica also handled and delivered prompt resolutions to escalated client issues and served as a point of contact for various departments. She managed client needs related to account openings, advisory operations, and supporting advisors with business management tasks such as commissions and licensing inquiries.

Jessica grew up in Mexico and moved to San Diego to pursue her studies. In 2024, Jessica and her fiancé, Kenneth, relocated to Las Vegas. They live with their three puppies—Cookie, Loki, and Tank—who run their world and their home. Jessica has a very close-knit family, which stays connected no matter the distance.

Jessica enjoys hiking, traveling, and spending quality time with family and friends. She supports organizations like the San Diego Humane Society and Retired to Rescue, which do incredible work rescuing and caring for animals in need.

A fun fact about Jessica is that she loves helping others and always tries to maintain a positive outlook. She believes this mindset helps her connect with clients, as they know she will do her best to provide support and assist them in any way she can.