Herman Joseph Fehrle
Also appears in the source record as: Herman J Fehrle; Herman Fehrle; Joseph Fehrle
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- SIESeries 7Series 66
- Registered states (19)
- California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Illinois · Indiana · Massachusetts · Nevada · New Jersey · New York · North Carolina · Oregon · Pennsylvania · Puerto Rico · Tennessee · Texas · Virginia
- Years in the industry (source record)
- 12
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 6266049 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (6)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Pnc InvestmentsNewark, DE · IA capacityJan 28, 2016 → Oct 2, 2017
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Pnc InvestmentsNewark, DE · BC capacityJan 28, 2016 → Oct 2, 2017
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedEgg Harbor Township, NJ · IA capacityMar 5, 2014 → Dec 23, 2015
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedEgg Harbor Township, NJ · BC capacityJan 31, 2014 → Dec 23, 2015
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.